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

Strategic Wealth Partners’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 Q4	–	Sell	-1,047	Closed	-$68	–	536
2019 Q3	$68	Hold	1,047	–	–	﹤0.01%	287
2019 Q2	$67K	Sell	1,047 -222	-17%	-$13.8K	0.03%	204
2019 Q1	$77K	Sell	1,269 -509	-29%	-$30.8K	0.04%	200
2018 Q4	$112K	Sell	1,778 -2,835	-61%	-$175K	0.06%	161
2018 Q3	$312K	Sell	4,613 -426	-8%	-$29.6K	0.17%	110
2018 Q2	$348K	Sell	5,039 -3,818	-43%	-$257K	0.2%	109
2018 Q1	$517K	Sell	8,857 -5,064	-36%	-$340K	0.27%	110
2017 Q4	$947K	Buy	+13,921	New	+$949K	0.53%	66

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

HFA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Wealth Partners's MMP Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2019, closing a stake of 1,047 shares — an estimated $68 sold.

Strategic Wealth Partners first reported a position in MMP in Q4 2017 and held it in 8 quarters. The position peaked at $947K in Q4 2017. 656 funds tracked by Wall St. Rank hold MMP as of Q4 2019.

Strategic Wealth Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 1,047 Magellan Midstream Partners, L.P. shares in Q4 2019, an estimated $68.
Strategic Wealth Partners first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 8 quarters.
Strategic Wealth Partners's Magellan Midstream Partners, L.P. position peaked at $947K in Q4 2017.
656 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.