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

Plancorp LLC’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	-8,810	Closed	-$554K	–	201
2019 Q4	$554K	Hold	8,810	–	–	0.17%	96
2019 Q3	$584K	Hold	8,810	–	–	0.22%	80
2019 Q2	$564K	Hold	8,810	–	–	0.22%	83
2019 Q1	$534K	Hold	8,810	–	–	0.2%	91
2018 Q4	$503K	Hold	8,810	–	–	0.23%	83
2018 Q3	$597K	Sell	8,810 -1,264	-13%	-$87.7K	0.24%	87
2018 Q2	$696K	Sell	10,074 -75	-0.7%	-$5.04K	0.28%	81
2018 Q1	$592K	Hold	10,149	–	–	0.19%	84
2017 Q4	$720K	Hold	10,149	–	–	0.23%	76
2017 Q3	$721K	Hold	10,149	–	–	0.21%	72
2017 Q2	$723K	Hold	10,149	–	–	0.21%	69
2017 Q1	$781K	Hold	10,149	–	–	0.23%	65
2016 Q4	$768K	Hold	10,149	–	–	0.22%	65
2016 Q3	$718K	Buy	+10,149	New	+$724K	0.46%	47
2015 Q4	–	Sell	-8,410	Closed	-$506K	–	98
2015 Q3	$506K	Hold	8,410	–	–	0.46%	47
2015 Q2	$617K	Buy	8,410 +1,208	+17%	+$96.9K	0.57%	33
2015 Q1	$552K	Buy	+7,202	New	+$576K	0.55%	46

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

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

Plancorp LLC's MMP Position: Q1 2020 in Review

Plancorp LLC sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2020, closing a stake of 8,810 shares — an estimated $554K sold.

Plancorp LLC first reported a position in MMP in Q1 2015 and held it in 17 quarters. The position peaked at $781K in Q1 2017. 549 funds tracked by Wall St. Rank hold MMP as of Q1 2020.

Plancorp LLC reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
Plancorp LLC sold 8,810 Magellan Midstream Partners, L.P. shares in Q1 2020, an estimated $554K.
Plancorp LLC first reported a position in Magellan Midstream Partners, L.P. in Q1 2015 and held it in 17 quarters.
Plancorp LLC's Magellan Midstream Partners, L.P. position peaked at $781K in Q1 2017.
549 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2020.

Based on Plancorp LLC's 13F filing for Q1 2020, filed 14 May 2020.