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

River 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
2019 Q1	–	Sell	-1,221	Closed	-$70K	–	535
2018 Q4	$70K	Buy	1,221 +13	+1%	+$803	0.03%	213
2018 Q3	$82K	Buy	1,208 +13	+1%	+$902	0.03%	223
2018 Q2	$83K	Buy	+1,195	New	+$80.3K	0.03%	218
2015 Q4	–	Sell	-3,790	Closed	-$228K	–	148
2015 Q3	$228K	Sell	3,790 -1,118	-23%	-$76.3K	0.16%	129
2015 Q2	$360K	Sell	4,908 -1,940	-28%	-$156K	0.23%	108
2015 Q1	$525K	Buy	+6,848	New	+$547K	0.33%	100

Other funds holding MMP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HFA

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

River Wealth Advisors's MMP Position: Q1 2019 in Review

River Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2019, closing a stake of 1,221 shares — an estimated $70K sold.

River Wealth Advisors first reported a position in MMP in Q1 2015 and held it in 6 quarters. The position peaked at $525K in Q1 2015. 614 funds tracked by Wall St. Rank hold MMP as of Q1 2019.

River Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 1,221 Magellan Midstream Partners, L.P. shares in Q1 2019, an estimated $70K.
River Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q1 2015 and held it in 6 quarters.
River Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $525K in Q1 2015.
614 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.