Osborn Williams & Donohoe’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Osborn Williams & Donohoe’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	-7,430	Closed	-$467K	–	305
2019 Q4	$467K	Hold	7,430	–	–	0.05%	230
2019 Q3	$492K	Hold	7,430	–	–	0.05%	225
2019 Q2	$476K	Sell	7,430 -440	-6%	-$27.3K	0.05%	234
2019 Q1	$495K	Buy	+7,870	New	+$476K	0.05%	245
2014 Q3	–	Sell	-2,500	Closed	-$210K	–	233
2014 Q2	$210K	Buy	+2,500	New	+$196K	0.04%	212
2014 Q1	–	Sell	-6,900	Closed	-$437K	–	229
2013 Q4	$437K	Hold	6,900	–	–	0.1%	152
2013 Q3	$389K	Hold	6,900	–	–	0.1%	162
2013 Q2	$376K	Buy	+6,900	New	+$362K	0.1%	157

Other funds holding MMP

TCA

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

Osborn Williams & Donohoe's MMP Position: Q1 2020 in Review

Osborn Williams & Donohoe sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2020, closing a stake of 7,430 shares — an estimated $467K sold.

Osborn Williams & Donohoe first reported a position in MMP in Q2 2013 and held it in 8 quarters. The position peaked at $495K in Q1 2019. 549 funds tracked by Wall St. Rank hold MMP as of Q1 2020.

Osborn Williams & Donohoe reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
Osborn Williams & Donohoe sold 7,430 Magellan Midstream Partners, L.P. shares in Q1 2020, an estimated $467K.
Osborn Williams & Donohoe first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 8 quarters.
Osborn Williams & Donohoe's Magellan Midstream Partners, L.P. position peaked at $495K in Q1 2019.
549 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.