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

Phoenix Wealth Advisors’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
2021 Q4	–	Sell	-1,400	Closed	-$64K	–	370
2021 Q3	$64K	Hold	1,400	–	–	0.05%	177
2021 Q2	$68K	Hold	1,400	–	–	0.05%	169
2021 Q1	$62K	Buy	1,400 +400	+40%	+$17.5K	0.05%	174
2020 Q4	$42K	Buy	+1,000	New	+$39.9K	0.03%	202

Other funds holding MMP

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Phoenix Wealth Advisors's MMP Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2021, closing a stake of 1,400 shares — an estimated $64K sold.

Phoenix Wealth Advisors first reported a position in MMP in Q4 2020 and held it in 4 quarters. The position peaked at $68K in Q2 2021. 609 funds tracked by Wall St. Rank hold MMP as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 1,400 Magellan Midstream Partners, L.P. shares in Q4 2021, an estimated $64K.
Phoenix Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $68K in Q2 2021.
609 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.