SF
MMP

Summit Financial’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Summit Financial’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
Q2 		– Sell
-5,767
Closed -$210K – 48
2020
Q1 		$210K Sell
5,767
-3,798
-40% -$204K 0.05% 34
2019
Q4 		$601K Buy
9,565
+3,193
+50% +$199K 0.1% 27
2019
Q3 		$210K Sell
6,372
-4,622
-42% -$304K 0.04% 25
2019
Q2 		$704K Sell
10,994
-537
-5% -$33.3K 0.12% 26
2019
Q1 		$699K Sell
11,531
-188
-2% -$11.4K 0.12% 28
2018
Q4 		$669K Buy
+11,719
New +$724K 0.13% 26

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Summit Financial's MMP Position: Q2 2020 in Review

Summit Financial sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2020, closing a stake of 5,767 shares — an estimated $210K sold.

Summit Financial first reported a position in MMP in Q4 2018 and held it in 6 quarters. The position peaked at $704K in Q2 2019. 554 funds tracked by Wall St. Rank hold MMP as of Q2 2020.

  • Summit Financial reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2020 after selling out during the quarter.
  • Summit Financial sold 5,767 Magellan Midstream Partners, L.P. shares in Q2 2020, an estimated $210K.
  • Summit Financial first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and held it in 6 quarters.
  • Summit Financial's Magellan Midstream Partners, L.P. position peaked at $704K in Q2 2019.
  • 554 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2020.

Based on Summit Financial's 13F filing for Q2 2020, filed 12 Aug 2020.