NL
MMP

NWAM LLC’s Magellan Midstream Partners, L.P. MMP Stock Holding History

NWAM LLC’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
Q1 		– Sell
-3,570
Closed -$224K – 433
2019
Q4 		$224K Hold
3,570
– – 0.04% 358
2019
Q3 		$237K Buy
3,570
+374
+12% +$24.6K 0.04% 327
2019
Q2 		$205K Buy
+3,196
New +$198K 0.04% 351
2018
Q4 		– Sell
-3,249
Closed -$220K – 364
2018
Q3 		$220K Sell
3,249
-139
-4% -$9.65K 0.05% 306
2018
Q2 		$234K Buy
+3,388
New +$228K 0.06% 291
2018
Q1 		– Sell
-3,525
Closed -$250K – 361
2017
Q4 		$250K Hold
3,525
– – 0.06% 257
2017
Q3 		$250K Buy
3,525
+238
+7% +$16.4K 0.07% 261
2017
Q2 		$234K Sell
3,287
-58
-2% -$4.26K 0.07% 264
2017
Q1 		$257K Buy
3,345
+119
+4% +$9.23K 0.08% 241
2016
Q4 		$244K Sell
3,226
-155
-5% -$10.9K 0.08% 237
2016
Q3 		$239K Buy
+3,381
New +$241K 0.09% 226
2014
Q4 		– Sell
-3,051
Closed -$257K – 296
2014
Q3 		$257K Buy
3,051
+9
+0.3% +$748 0.09% 216
2014
Q2 		$256K Buy
+3,042
New +$238K 0.08% 231

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return