SWA
MMP

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

SFMG 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
2020
Q1 		– Sell
-11,800
Closed -$742K – 185
2019
Q4 		$742K Sell
11,800
-480
-4% -$29.9K 0.09% 77
2019
Q3 		$814K Sell
12,280
-427
-3% -$28.1K 0.11% 63
2019
Q2 		$841K Hold
12,707
– – 0.11% 58
2019
Q1 		$770K Sell
12,707
-325
-2% -$19.6K 0.11% 55
2018
Q4 		$744K Sell
13,032
-2,269
-15% -$140K 0.12% 53
2018
Q3 		$939K Sell
15,301
-521
-3% -$36.2K 0.14% 44
2018
Q2 		$1.09M Sell
15,822
-36,382
-70% -$2.45M 0.18% 42
2018
Q1 		$3.05M Sell
52,204
-583
-1% -$39.1K 0.52% 15
2017
Q4 		$3.75M Sell
52,787
-1,330
-2% -$90.6K 0.62% 14
2017
Q3 		$3.85M Buy
54,117
+4,315
+9% +$298K 0.75% 14
2017
Q2 		$3.55M Buy
49,802
+11,249
+29% +$826K 0.74% 15
2017
Q1 		$2.96M Buy
38,553
+285
+0.7% +$22.1K 0.6% 17
2016
Q4 		$2.89M Buy
38,268
+5,073
+15% +$355K 0.62% 19
2016
Q3 		$2.35M Sell
33,195
-229
-0.7% -$16.3K 0.52% 21
2016
Q2 		$2.54M Buy
33,424
+17
+0.1% +$1.21K 0.57% 19
2016
Q1 		$2.3M Buy
33,407
+2,279
+7% +$149K 0.51% 26
2015
Q4 		$2.11M Buy
31,128
+290
+0.9% +$18.8K 0.48% 23
2015
Q3 		$1.85M Buy
30,838
+17,550
+132% +$1.2M 0.45% 28
2015
Q2 		$975K Sell
13,288
-13,288
-50% -$1.07M 0.22% 51
2015
Q1 		$2.04M Buy
26,576
+13,288
+100% +$1.06M 0.16% 52
2014
Q4 		$1.1M Hold
13,288
– – 0.24% 51
2014
Q3 		$1.12M Hold
13,288
– – 0.35% 29
2014
Q2 		$1.12M Hold
13,288
– – 0.38% 25
2014
Q1 		$927K Hold
13,288
– – 0.31% 27
2013
Q4 		$841K Hold
13,288
– – 0.29% 29
2013
Q3 		$750K Sell
13,288
-220
-2% -$12.1K 0.3% 28
2013
Q2 		$736K Buy
+13,508
New +$709K 0.29% 29

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Janus Henderson Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

SFMG Wealth Advisors's MMP Position: Q1 2020 in Review

SFMG Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2020, closing a stake of 11,800 shares — an estimated $742K sold.

SFMG Wealth Advisors first reported a position in MMP in Q2 2013 and held it in 27 quarters. The position peaked at $3.85M in Q3 2017. 549 funds tracked by Wall St. Rank hold MMP as of Q1 2020.

  • SFMG Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
  • SFMG Wealth Advisors sold 11,800 Magellan Midstream Partners, L.P. shares in Q1 2020, an estimated $742K.
  • SFMG Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 27 quarters.
  • SFMG Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $3.85M in Q3 2017.
  • 549 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2020.

Based on SFMG Wealth Advisors's 13F filing for Q1 2020, filed 8 May 2020.