SWP
MMP

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 $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return