Reilly Financial Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Reilly Financial 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	$66K	Buy	1,421 +57	+4%	+$2.69K	﹤0.01%	360
2021 Q3	$62K	Hold	1,364	–	–	0.01%	343
2021 Q2	$67K	Hold	1,364	–	–	0.01%	332
2021 Q1	$59K	Hold	1,364	–	–	0.01%	335
2020 Q4	$58K	Hold	1,364	–	–	0.01%	316
2020 Q3	$47K	Hold	1,364	–	–	0.01%	313
2020 Q2	$59K	Hold	1,364	–	–	0.01%	290
2020 Q1	$50K	Hold	1,364	–	–	0.01%	297
2019 Q4	$86K	Hold	1,364	–	–	0.01%	259
2019 Q3	$90K	Hold	1,364	–	–	0.01%	263
2019 Q2	$87K	Hold	1,364	–	–	0.01%	265
2019 Q1	$83K	Hold	1,364	–	–	0.01%	260
2018 Q4	$78K	Hold	1,364	–	–	0.01%	257
2018 Q3	$92K	Hold	1,364	–	–	0.01%	253
2018 Q2	$94K	Hold	1,364	–	–	0.01%	227
2018 Q1	$80K	Buy	1,364 +100	+8%	+$6.71K	0.01%	247
2017 Q4	$90K	Hold	1,264	–	–	0.01%	246
2017 Q3	$90K	Hold	1,264	–	–	0.01%	227
2017 Q2	$90K	Hold	1,264	–	–	0.01%	227
2017 Q1	$97K	Hold	1,264	–	–	0.02%	206
2016 Q4	$96K	Sell	1,264 -200	-14%	-$14K	0.02%	197
2016 Q3	$104K	Hold	1,464	–	–	0.02%	189
2016 Q2	$111K	Hold	1,464	–	–	0.02%	184
2016 Q1	$101K	Hold	1,464	–	–	0.02%	269
2015 Q4	$99K	Hold	1,464	–	–	0.02%	272
2015 Q3	$88K	Hold	1,464	–	–	0.02%	279
2015 Q2	$107K	Sell	1,464 -300	-17%	-$24.1K	0.02%	268
2015 Q1	$135K	Buy	1,764 +300	+20%	+$24K	0.02%	217
2014 Q4	$121K	Hold	1,464	–	–	0.03%	171
2014 Q3	$123K	Buy	1,464 +200	+16%	+$16.6K	0.03%	161
2014 Q2	$108K	Hold	1,264	–	–	0.03%	176
2014 Q1	$88K	Hold	1,264	–	–	0.02%	189
2013 Q4	$80K	Hold	1,264	–	–	0.02%	191
2013 Q3	$72K	Hold	1,264	–	–	0.02%	173
2013 Q2	$70K	Buy	+1,264	New	+$66.3K	0.02%	168

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Reilly Financial Advisors's MMP Position: Q4 2021 in Review

Reilly Financial Advisors increased its Magellan Midstream Partners, L.P. (MMP) stake by 4.2% in Q4 2021, buying an estimated $2.69K and bringing the position to 1,421 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Reilly Financial Advisors first reported a position in MMP in Q2 2013 and has held it in 35 quarters since. The position peaked at $135K in Q1 2015. 609 funds tracked by Wall St. Rank hold MMP as of Q4 2021.

Reilly Financial Advisors held 1,421 shares of Magellan Midstream Partners, L.P. worth $66K as of Q4 2021.
Reilly Financial Advisors bought 57 Magellan Midstream Partners, L.P. shares in Q4 2021, an estimated $2.69K.
Magellan Midstream Partners, L.P. made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #360 holding.
Reilly Financial Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and has held it in 35 quarters since.
Reilly Financial Advisors's Magellan Midstream Partners, L.P. position peaked at $135K in Q1 2015.
609 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.