OCM
MMP

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

Orser Capital Management’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
-6,494
Closed -$398K – 87
2019
Q4 		$398K Buy
6,494
+1,400
+27% +$87.2K 0.39% 56
2019
Q3 		$331K Buy
5,094
+1,500
+42% +$98.8K 0.39% 53
2019
Q2 		$320K Sell
3,594
-1,400
-28% -$86.9K 0.33% 55
2019
Q1 		$303K Buy
4,994
+994
+25% +$60.1K 0.34% 57
2018
Q4 		$258K Hold
4,000
– – 0.3% 64
2018
Q3 		$258K Hold
4,000
– – 0.25% 75
2018
Q2 		$272K Sell
4,000
-1,443
-27% -$97K 0.24% 83
2018
Q1 		$371K Buy
5,443
+1,443
+36% +$96.9K 0.35% 75
2017
Q4 		$299K Buy
+4,000
New +$273K 0.27% 90

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