Squar Milner Financial Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-6,815	Closed	-$294K	–	209
2020 Q2	$294K	Sell	6,815 -960	-12%	-$40.6K	0.17%	154
2020 Q1	$283K	Sell	7,775 -1,700	-18%	-$91.3K	0.17%	125
2019 Q4	$595K	Buy	+9,475	New	+$590K	0.3%	73
2019 Q3	–	Sell	-12,185	Closed	-$780K	–	769
2019 Q2	$780K	Buy	12,185 +60	+0.5%	+$3.73K	0.53%	34
2019 Q1	$735K	Buy	12,125 +260	+2%	+$15.7K	0.54%	33
2018 Q4	$677K	Sell	11,865 -185	-2%	-$11.4K	0.65%	28
2018 Q3	$816K	Sell	12,050 -115	-0.9%	-$7.98K	0.73%	23
2018 Q2	$840K	Buy	12,165 +200	+2%	+$13.4K	0.74%	23
2018 Q1	$698K	Sell	11,965 -665	-5%	-$44.7K	0.88%	27
2017 Q4	$928K	Buy	+12,630	New	+$861K	1.12%	19

Other funds holding MMP

TCA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EIP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Squar Milner Financial Services's MMP Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2020, closing a stake of 6,815 shares — an estimated $294K sold.

Squar Milner Financial Services first reported a position in MMP in Q4 2017 and held it in 10 quarters. The position peaked at $928K in Q4 2017. 520 funds tracked by Wall St. Rank hold MMP as of Q3 2020.

Squar Milner Financial Services reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 6,815 Magellan Midstream Partners, L.P. shares in Q3 2020, an estimated $294K.
Squar Milner Financial Services first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 10 quarters.
Squar Milner Financial Services's Magellan Midstream Partners, L.P. position peaked at $928K in Q4 2017.
520 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.