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

Obermeyer 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
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

TCA

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

EIP

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Obermeyer Wealth Partners's MMP Position: Q3 2019 in Review

Obermeyer Wealth Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2019, closing a stake of 14,789 shares — an estimated $946K sold.

Obermeyer Wealth Partners first reported a position in MMP in Q3 2014 and held it in 20 quarters. The position peaked at $2.02M in Q4 2014. 644 funds tracked by Wall St. Rank hold MMP as of Q3 2019.

Obermeyer Wealth Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2019 after selling out during the quarter.
Obermeyer Wealth Partners sold 14,789 Magellan Midstream Partners, L.P. shares in Q3 2019, an estimated $946K.
Obermeyer Wealth Partners first reported a position in Magellan Midstream Partners, L.P. in Q3 2014 and held it in 20 quarters.
Obermeyer Wealth Partners's Magellan Midstream Partners, L.P. position peaked at $2.02M in Q4 2014.
644 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2019.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2019, filed 6 Nov 2019.