MFW
MMP

Mosaic Family Wealth’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Mosaic Family Wealth’s Portfolio MMP Stock Details MMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$781K Buy
16,825
+5
+0% +$236 0.2% 79
2021
Q3 		$767K Sell
16,820
-1,137
-6% -$54.1K 0.21% 74
2021
Q2 		$878K Sell
17,957
-156
-0.9% -$7.56K 0.25% 53
2021
Q1 		$785K Sell
18,113
-1,373
-7% -$60K 0.23% 58
2020
Q4 		$827K Sell
19,486
-1,051
-5% -$41.9K 0.28% 54
2020
Q3 		$702K Sell
20,537
-245
-1% -$9.7K 0.26% 56
2020
Q2 		$897K Sell
20,782
-1,378
-6% -$58.2K 0.37% 39
2020
Q1 		$809K Sell
22,160
-1,272
-5% -$68.3K 0.41% 38
2019
Q4 		$1.47M Sell
23,432
-131
-0.6% -$8.16K 0.59% 23
2019
Q3 		$1.56M Buy
23,563
+27
+0.1% +$1.78K 0.64% 22
2019
Q2 		$1.51M Buy
23,536
+29
+0.1% +$1.8K 0.63% 24
2019
Q1 		$1.43M Buy
23,507
+30
+0.1% +$1.81K 0.57% 24
2018
Q4 		$1.34M Buy
23,477
+26
+0.1% +$1.61K 0.55% 26
2018
Q3 		$1.43M Sell
23,451
-257
-1% -$17.8K 0.59% 23
2018
Q2 		$1.64M Sell
23,708
-1,480
-6% -$99.5K 0.62% 24
2018
Q1 		$1.47M Sell
25,188
-598
-2% -$40.2K 0.54% 29
2017
Q4 		$1.83M Sell
25,786
-1,603
-6% -$109K 0.67% 25
2017
Q3 		$1.95M Sell
27,389
-529
-2% -$36.5K 0.75% 17
2017
Q2 		$1.99M Sell
27,918
-1,110
-4% -$81.5K 0.83% 15
2017
Q1 		$2.23M Sell
29,028
-196
-0.7% -$15.2K 0.97% 13
2016
Q4 		$2.21M Sell
29,224
-1,258
-4% -$88.1K 1.02% 14
2016
Q3 		$2.16M Sell
30,482
-720
-2% -$51.4K 1% 16
2016
Q2 		$2.37M Buy
31,202
+24
+0.1% +$1.7K 1.15% 13
2016
Q1 		$2.15M Buy
31,178
+105
+0.3% +$6.87K 1.03% 18
2015
Q4 		$2.11M Buy
+31,073
New +$2.01M 0.94% 18

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Mosaic Family Wealth's MMP Position: Q4 2021 in Review

Mosaic Family Wealth increased its Magellan Midstream Partners, L.P. (MMP) stake by 0.03% in Q4 2021, buying an estimated $236 and bringing the position to 16,825 shares worth $781K. The position accounts for 0.2% of the portfolio, ranked #79.

Mosaic Family Wealth first reported a position in MMP in Q4 2015 and has held it in 25 quarters since. The position peaked at $2.37M in Q2 2016. 609 funds tracked by Wall St. Rank hold MMP as of Q4 2021.

  • Mosaic Family Wealth held 16,825 shares of Magellan Midstream Partners, L.P. worth $781K as of Q4 2021.
  • Mosaic Family Wealth bought 5 Magellan Midstream Partners, L.P. shares in Q4 2021, an estimated $236.
  • Magellan Midstream Partners, L.P. made up 0.2% of Mosaic Family Wealth's portfolio in Q4 2021, its #79 holding.
  • Mosaic Family Wealth first reported a position in Magellan Midstream Partners, L.P. in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's Magellan Midstream Partners, L.P. position peaked at $2.37M in Q2 2016.
  • 609 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.