RIA
MMP

Regal Investment Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Regal Investment 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
2018
Q4 		– Hold
0
– – – 298
2018
Q3 		– Hold
0
– – – 254
2018
Q2 		– Hold
0
– – – 212
2018
Q1 		– Hold
0
– – – 219
2017
Q4 		– Hold
0
– – – 210
2017
Q3 		– Hold
0
– – – 194
2017
Q2 		– Hold
0
– – – 186
2017
Q1 		– Hold
0
– – – 175
2016
Q4 		– Hold
0
– – – 190
2016
Q3 		– Hold
0
– – – 239
2016
Q2 		– Hold
0
– – – 224
2016
Q1 		– Sell
-4,085
Closed -$267K – 193
2015
Q4 		$277K Buy
4,085
+583
+17% +$37.8K 0.07% 209
2015
Q3 		$210K Hold
3,502
– – 0.05% 222
2015
Q2 		$256K Hold
3,502
– – 0.07% 213
2015
Q1 		$269K Buy
3,502
+1,612
+85% +$129K 0.07% 213
2014
Q4 		$156K Buy
1,890
+11
+0.6% +$899 0.04% 251
2014
Q3 		$158K Buy
1,879
+11
+0.6% +$915 0.05% 247
2014
Q2 		$157K Buy
1,868
+308
+20% +$24.1K 0.06% 229
2014
Q1 		$109K Sell
1,560
-269
-15% -$17.9K 0.05% 253
2013
Q4 		$116K Buy
1,829
+407
+29% +$24.3K 0.07% 195
2013
Q3 		$80K Buy
1,422
+13
+0.9% +$714 0.05% 257
2013
Q2 		$77K Buy
+1,409
New +$74K 0.04% 254

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Regal Investment Advisors's MMP Position: Q4 2018 in Review

Regal Investment Advisors held its Magellan Midstream Partners, L.P. (MMP) position steady in Q4 2018 at 0 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #298.

Regal Investment Advisors first reported a position in MMP in Q2 2013 and has held it in 11 quarters since. The position peaked at $277K in Q4 2015. 624 funds tracked by Wall St. Rank hold MMP as of Q4 2018.

  • Regal Investment Advisors held 0 shares of Magellan Midstream Partners, L.P. worth $215K as of Q4 2018.
  • Regal Investment Advisors left its Magellan Midstream Partners, L.P. share count unchanged in Q4 2018.
  • Magellan Midstream Partners, L.P. made up 0.05% of Regal Investment Advisors's portfolio in Q4 2018, its #298 holding.
  • Regal Investment Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and has held it in 11 quarters since.
  • Regal Investment Advisors's Magellan Midstream Partners, L.P. position peaked at $277K in Q4 2015.
  • 624 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2018.

Based on Regal Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.