Polaris Wealth Advisory Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Polaris Wealth Advisory Group’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
2018 Q4	–	Sell	-1,443	Closed	-$98K	–	493
2018 Q3	$98K	Buy	+1,443	New	+$100K	0.01%	196
2018 Q2	–	Sell	-1,443	Closed	-$84K	–	448
2018 Q1	$84K	Sell	1,443 -1,440	-50%	-$96.7K	0.01%	183
2017 Q4	$205K	Buy	+2,883	New	+$196K	0.02%	138

Other funds holding MMP

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Polaris Wealth Advisory Group's MMP Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2018, closing a stake of 1,443 shares — an estimated $98K sold.

Polaris Wealth Advisory Group first reported a position in MMP in Q4 2017 and held it in 3 quarters. The position peaked at $205K in Q4 2017. 624 funds tracked by Wall St. Rank hold MMP as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,443 Magellan Midstream Partners, L.P. shares in Q4 2018, an estimated $98K.
Polaris Wealth Advisory Group first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 3 quarters.
Polaris Wealth Advisory Group's Magellan Midstream Partners, L.P. position peaked at $205K in Q4 2017.
624 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.