PP
MMP

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

PagnatoKarp 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
2020
Q1 		– Sell
-5,440
Closed -$342K – 193
2019
Q4 		$342K Buy
5,440
+87
+2% +$5.42K 0.06% 142
2019
Q3 		$355K Buy
5,353
+80
+2% +$5.27K 0.07% 137
2019
Q2 		$337K Sell
5,273
-10
-0.2% -$621 0.07% 139
2019
Q1 		$320K Buy
5,283
+85
+2% +$5.14K 0.07% 130
2018
Q4 		$297K Sell
5,198
-157
-3% -$9.7K 0.06% 111
2018
Q3 		$363K Buy
5,355
+296
+6% +$20.5K 0.11% 111
2018
Q2 		$349K Buy
5,059
+328
+7% +$22K 0.11% 104
2018
Q1 		$276K Sell
4,731
-337
-7% -$22.6K 0.12% 103
2017
Q4 		$359K Buy
5,068
+63
+1% +$4.29K 0.11% 101
2017
Q3 		$356K Buy
+5,005
New +$346K 0.11% 104

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 $653B AUM 32.41% 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