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

RGT 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
2022 Q1	–	Sell	-800	Closed	-$37K	–	343
2021 Q4	$37K	Buy	+800	New	+$37.8K	0.01%	155
2021 Q1	–	Sell	-5,740	Closed	-$244K	–	73
2020 Q4	$244K	Buy	+5,740	New	+$229K	0.05%	58
2018 Q4	–	Sell	-4,438	Closed	-$301K	–	40
2018 Q3	$301K	Sell	4,438 -3,200	-42%	-$222K	1.02%	28
2018 Q2	$528K	Buy	7,638 +155	+2%	+$10.4K	1.7%	13
2018 Q1	$437K	Buy	7,483 +300	+4%	+$20.1K	0.21%	46
2017 Q4	$510K	Hold	7,183	–	–	0.27%	40
2017 Q3	$510K	Hold	7,183	–	–	0.34%	34
2017 Q2	$512K	Sell	7,183 -281	-4%	-$20.6K	0.35%	33
2017 Q1	$574K	Sell	7,464 -568	-7%	-$44.1K	0.39%	34
2016 Q4	$607K	Sell	8,032 -484	-6%	-$33.9K	0.34%	40
2016 Q3	$602K	Buy	+8,516	New	+$607K	0.37%	40

Other funds holding MMP

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

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

RGT Wealth Advisors's MMP Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2022, closing a stake of 800 shares — an estimated $37K sold.

RGT Wealth Advisors first reported a position in MMP in Q3 2016 and held it in 11 quarters. The position peaked at $607K in Q4 2016. 614 funds tracked by Wall St. Rank hold MMP as of Q1 2022.

RGT Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 800 Magellan Midstream Partners, L.P. shares in Q1 2022, an estimated $37K.
RGT Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q3 2016 and held it in 11 quarters.
RGT Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $607K in Q4 2016.
614 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.