Newport Wealth Strategies’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Newport Wealth Strategies’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 Q3	–	Sell	-4,320	Closed	-$211K	–	118
2021 Q2	$211K	Buy	+4,320	New	+$209K	0.12%	106
2020 Q1	–	Sell	-4,657	Closed	-$294K	–	107
2019 Q4	$294K	Hold	4,657	–	–	0.21%	81
2019 Q3	$309K	Hold	4,657	–	–	0.28%	61
2019 Q2	$306K	Hold	4,657	–	–	0.28%	64
2019 Q1	$286K	Hold	4,657	–	–	0.29%	64
2018 Q4	$287K	Hold	4,657	–	–	0.39%	55
2018 Q3	$287K	Sell	4,657 -882	-16%	-$61.2K	0.37%	58
2018 Q2	$383K	Buy	5,539 +801	+17%	+$53.8K	0.44%	47
2018 Q1	$276K	Buy	4,738 +13	+0.3%	+$873	0.22%	76
2017 Q4	$337K	Buy	+4,725	New	+$322K	0.24%	70

Other funds holding MMP

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Newport Wealth Strategies's MMP Position: Q3 2021 in Review

Newport Wealth Strategies sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2021, closing a stake of 4,320 shares — an estimated $211K sold.

Newport Wealth Strategies first reported a position in MMP in Q4 2017 and held it in 10 quarters. The position peaked at $383K in Q2 2018. 580 funds tracked by Wall St. Rank hold MMP as of Q3 2021.

Newport Wealth Strategies reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2021 after selling out during the quarter.
Newport Wealth Strategies sold 4,320 Magellan Midstream Partners, L.P. shares in Q3 2021, an estimated $211K.
Newport Wealth Strategies first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 10 quarters.
Newport Wealth Strategies's Magellan Midstream Partners, L.P. position peaked at $383K in Q2 2018.
580 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2021.

Based on Newport Wealth Strategies's 13F filing for Q3 2021, filed 12 Nov 2021.