NewSquare Capital’s Magellan Midstream Partners, L.P. MMP Stock Holding History

NewSquare Capital’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
2020 Q2	–	Sell	-173	Closed	-$6K	–	460
2020 Q1	$6K	Buy	+173	New	+$9.29K	﹤0.01%	270
2019 Q3	–	Sell	-173	Closed	-$11K	–	370
2019 Q2	$11K	Hold	173	–	–	﹤0.01%	249
2019 Q1	$10K	Hold	173	–	–	﹤0.01%	246
2018 Q4	$10K	Hold	173	–	–	﹤0.01%	229
2018 Q3	$12K	Hold	173	–	–	﹤0.01%	237
2018 Q2	$12K	Hold	173	–	–	﹤0.01%	234
2018 Q1	$10K	Hold	173	–	–	﹤0.01%	231
2017 Q4	$12K	Hold	173	–	–	﹤0.01%	223
2017 Q3	$12K	Sell	173 -500	-74%	-$34.5K	﹤0.01%	203
2017 Q2	$48K	Hold	673	–	–	0.01%	132
2017 Q1	$52K	Buy	673 +500	+289%	+$38.8K	0.01%	133
2016 Q4	$13K	Hold	173	–	–	﹤0.01%	199
2016 Q3	$12K	Hold	173	–	–	﹤0.01%	244
2016 Q2	$13K	Hold	173	–	–	﹤0.01%	243
2016 Q1	$12K	Hold	173	–	–	﹤0.01%	276
2015 Q4	$12K	Hold	173	–	–	﹤0.01%	224
2015 Q3	$10K	Hold	173	–	–	﹤0.01%	223
2015 Q2	$13K	Sell	173 -70	-29%	-$5.62K	﹤0.01%	230
2015 Q1	$19K	Buy	243 +70	+40%	+$5.59K	0.01%	203
2014 Q4	$14K	Hold	173	–	–	﹤0.01%	225
2014 Q3	$15K	Hold	173	–	–	0.01%	230
2014 Q2	$15K	Hold	173	–	–	0.01%	205
2014 Q1	$12K	Hold	173	–	–	﹤0.01%	199
2013 Q4	$11K	Hold	173	–	–	0.01%	184
2013 Q3	$10K	Buy	+173	New	+$9.51K	﹤0.01%	168

Other funds holding MMP

TCA

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

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

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

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

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

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

EIP

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

NewSquare Capital's MMP Position: Q2 2020 in Review

NewSquare Capital sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2020, closing a stake of 173 shares — an estimated $6K sold.

NewSquare Capital first reported a position in MMP in Q3 2013 and held it in 25 quarters. The position peaked at $52K in Q1 2017. 554 funds tracked by Wall St. Rank hold MMP as of Q2 2020.

NewSquare Capital reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2020 after selling out during the quarter.
NewSquare Capital sold 173 Magellan Midstream Partners, L.P. shares in Q2 2020, an estimated $6K.
NewSquare Capital first reported a position in Magellan Midstream Partners, L.P. in Q3 2013 and held it in 25 quarters.
NewSquare Capital's Magellan Midstream Partners, L.P. position peaked at $52K in Q1 2017.
554 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2020.

Based on NewSquare Capital's 13F filing for Q2 2020, filed 5 Aug 2020.