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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-14,789
Closed -$946K 129
2019
Q2
$946K Hold
14,789
0.09% 55
2019
Q1
$897K Hold
14,789
0.08% 56
2018
Q4
$844K Sell
14,789
-3,488
-19% -$215K 0.09% 57
2018
Q3
$1.24M Hold
18,277
0.1% 50
2018
Q2
$1.26M Buy
18,277
+1,450
+9% +$97.4K 0.11% 51
2018
Q1
$982K Hold
16,827
0.09% 52
2017
Q4
$1.19M Sell
16,827
-252
-1% -$17.2K 0.1% 52
2017
Q3
$1.21M Hold
17,079
0.11% 51
2017
Q2
$1.22M Sell
17,079
-1,450
-8% -$107K 0.11% 50
2017
Q1
$1.43M Hold
18,529
0.13% 47
2016
Q4
$1.4M Sell
18,529
-921
-5% -$64.5K 0.13% 46
2016
Q3
$1.38M Hold
19,450
0.13% 48
2016
Q2
$1.48M Hold
19,450
0.15% 46
2016
Q1
$1.34M Buy
19,450
+1,450
+8% +$94.8K 0.12% 48
2015
Q4
$1.22M Hold
18,000
0.11% 48
2015
Q3
$1.08M Sell
18,000
-1,450
-7% -$99K 0.11% 47
2015
Q2
$1.43M Sell
19,450
-550
-3% -$44.1K 0.12% 51
2015
Q1
$1.53M Sell
20,000
-4,380
-18% -$350K 0.13% 62
2014
Q4
$2.02M Buy
24,380
+20,000
+457% +$1.63M 0.18% 61
2014
Q3
$369K Buy
+4,380
New +$364K 0.09% 45

Other funds holding MMP