Simplicity Solutions’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Simplicity Solutions’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
2023 Q2	–	Sell	-5,192	Closed	-$282K	–	1275
2023 Q1	$282K	Buy	+5,192	New	+$275K	0.01%	879
2019 Q1	–	Sell	-3,734	Closed	-$213K	–	817
2018 Q4	$213K	Sell	3,734 -2,874	-43%	-$178K	0.03%	553
2018 Q3	$447K	Buy	+6,608	New	+$459K	0.03%	291

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Simplicity Solutions's MMP Position: Q2 2023 in Review

Simplicity Solutions sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2023, closing a stake of 5,192 shares — an estimated $282K sold.

Simplicity Solutions first reported a position in MMP in Q3 2018 and held it in 3 quarters. The position peaked at $447K in Q3 2018. 611 funds tracked by Wall St. Rank hold MMP as of Q2 2023.

Simplicity Solutions reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 5,192 Magellan Midstream Partners, L.P. shares in Q2 2023, an estimated $282K.
Simplicity Solutions first reported a position in Magellan Midstream Partners, L.P. in Q3 2018 and held it in 3 quarters.
Simplicity Solutions's Magellan Midstream Partners, L.P. position peaked at $447K in Q3 2018.
611 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.