Security National Trust’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Security National Trust’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	-4,000	Closed	-$251K	–	486
2019 Q4	$251K	Hold	4,000	–	–	0.07%	138
2019 Q3	$265K	Hold	4,000	–	–	0.08%	133
2019 Q2	$256K	Hold	4,000	–	–	0.08%	137
2019 Q1	$243K	Hold	4,000	–	–	0.08%	139
2018 Q4	$228K	Hold	4,000	–	–	0.08%	133
2018 Q3	$271K	Hold	4,000	–	–	0.08%	139
2018 Q2	$276K	Hold	4,000	–	–	0.09%	139
2018 Q1	$233K	Hold	4,000	–	–	0.08%	146
2017 Q4	$284K	Hold	4,000	–	–	0.09%	139
2017 Q3	$284K	Hold	4,000	–	–	0.09%	145
2017 Q2	$285K	Hold	4,000	–	–	0.1%	148
2017 Q1	$308K	Hold	4,000	–	–	0.1%	143
2016 Q4	$303K	Hold	4,000	–	–	0.11%	140
2016 Q3	$283K	Hold	4,000	–	–	0.1%	147
2016 Q2	$304K	Hold	4,000	–	–	0.11%	137
2016 Q1	$275K	Hold	4,000	–	–	0.1%	147
2015 Q4	$272K	Hold	4,000	–	–	0.11%	148
2015 Q3	$240K	Hold	4,000	–	–	0.09%	158
2015 Q2	$294K	Hold	4,000	–	–	0.11%	156
2015 Q1	$307K	Hold	4,000	–	–	0.11%	152
2014 Q4	$331K	Hold	4,000	–	–	0.12%	140
2014 Q3	$337K	Hold	4,000	–	–	0.14%	129
2014 Q2	$336K	Hold	4,000	–	–	0.13%	133
2014 Q1	$279K	Hold	4,000	–	–	0.11%	149
2013 Q4	$253K	Hold	4,000	–	–	0.1%	151
2013 Q3	$226K	Hold	4,000	–	–	0.1%	152
2013 Q2	$218K	Buy	+4,000	New	+$210K	0.11%	145

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

Security National Trust's MMP Position: Q1 2020 in Review

Security National Trust sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2020, closing a stake of 4,000 shares — an estimated $251K sold.

Security National Trust first reported a position in MMP in Q2 2013 and held it in 27 quarters. The position peaked at $337K in Q3 2014. 549 funds tracked by Wall St. Rank hold MMP as of Q1 2020.

Security National Trust reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
Security National Trust sold 4,000 Magellan Midstream Partners, L.P. shares in Q1 2020, an estimated $251K.
Security National Trust first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 27 quarters.
Security National Trust's Magellan Midstream Partners, L.P. position peaked at $337K in Q3 2014.
549 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2020.

Based on Security National Trust's 13F filing for Q1 2020, filed 11 May 2020.