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

Northstar Wealth Partners’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 Q3	$968K	Sell	28,311 -3,061	-10%	-$121K	0.45%	60
2020 Q2	$1.35M	Buy	31,372 +1,268	+4%	+$53.6K	0.57%	61
2020 Q1	$1.1M	Buy	30,104 +3,568	+13%	+$192K	0.56%	60
2019 Q4	$1.67M	Buy	26,536 +497	+2%	+$31K	0.68%	51
2019 Q3	$1.73M	Buy	26,039 +762	+3%	+$50.2K	0.76%	42
2019 Q2	$1.62M	Buy	25,277 +852	+3%	+$52.9K	0.72%	44
2019 Q1	$1.48M	Buy	24,425 +750	+3%	+$45.3K	0.68%	46
2018 Q4	$1.35M	Buy	23,675 +1,185	+5%	+$73.2K	0.71%	46
2018 Q3	$1.52M	Buy	22,490 +1,290	+6%	+$89.5K	0.73%	45
2018 Q2	$1.46M	Buy	21,200 +1,425	+7%	+$95.8K	0.73%	44
2018 Q1	$1.15M	Buy	+19,775	New	+$1.33M	0.59%	55

Other funds holding MMP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

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

Northstar Wealth Partners's MMP Position: Q3 2020 in Review

Northstar Wealth Partners reduced its Magellan Midstream Partners, L.P. (MMP) stake by 9.8% in Q3 2020, selling an estimated $121K and leaving 28,311 shares worth $968K. The position accounts for 0.45% of the portfolio, ranked #60.

Northstar Wealth Partners first reported a position in MMP in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.73M in Q3 2019. 520 funds tracked by Wall St. Rank hold MMP as of Q3 2020.

Northstar Wealth Partners held 28,311 shares of Magellan Midstream Partners, L.P. worth $968K as of Q3 2020.
Northstar Wealth Partners sold 3,061 Magellan Midstream Partners, L.P. shares in Q3 2020, an estimated $121K.
Magellan Midstream Partners, L.P. made up 0.45% of Northstar Wealth Partners's portfolio in Q3 2020, its #60 holding.
Northstar Wealth Partners first reported a position in Magellan Midstream Partners, L.P. in Q1 2018 and has held it in 11 quarters since.
Northstar Wealth Partners's Magellan Midstream Partners, L.P. position peaked at $1.73M in Q3 2019.
520 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.