Rikoon Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Rikoon 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
2020 Q1	–	Sell	-5,526	Closed	-$347K	–	210
2019 Q4	$347K	Hold	5,526	–	–	0.12%	153
2019 Q3	$366K	Hold	5,526	–	–	0.14%	144
2019 Q2	$354K	Hold	5,526	–	–	0.13%	148
2019 Q1	$335K	Hold	5,526	–	–	0.12%	146
2018 Q4	$315K	Buy	5,526 +1	+0%	+$62	0.13%	147
2018 Q3	$374K	Sell	5,525 -1	-0%	-$69	0.13%	147
2018 Q2	$382K	Buy	5,526 +1	+0%	+$67	0.15%	142
2018 Q1	$318K	Sell	5,525 -17,441	-76%	-$1.17M	0.13%	151
2017 Q4	$1.63M	Sell	22,966 -2,045	-8%	-$139K	0.67%	38
2017 Q3	$1.78M	Sell	25,011 -1,075	-4%	-$74.2K	0.77%	37
2017 Q2	$1.86M	Sell	26,086 -725	-3%	-$53.3K	0.82%	36
2017 Q1	$1.99M	Sell	26,811 -1,415	-5%	-$110K	0.88%	33
2016 Q4	$2.24M	Buy	28,226 +775	+3%	+$54.3K	0.99%	29
2016 Q3	$1.94M	Buy	+27,451	New	+$1.96M	1.54%	18

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

Rikoon Group's MMP Position: Q1 2020 in Review

Rikoon Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2020, closing a stake of 5,526 shares — an estimated $347K sold.

Rikoon Group first reported a position in MMP in Q3 2016 and held it in 14 quarters. The position peaked at $2.24M in Q4 2016. 549 funds tracked by Wall St. Rank hold MMP as of Q1 2020.

Rikoon Group reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
Rikoon Group sold 5,526 Magellan Midstream Partners, L.P. shares in Q1 2020, an estimated $347K.
Rikoon Group first reported a position in Magellan Midstream Partners, L.P. in Q3 2016 and held it in 14 quarters.
Rikoon Group's Magellan Midstream Partners, L.P. position peaked at $2.24M in Q4 2016.
549 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2020.

Based on Rikoon Group's 13F filing for Q1 2020, filed 30 Apr 2020.