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

TFO 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
2021 Q4	–	Sell	-488	Closed	-$22K	–	206
2021 Q3	$22K	Buy	+488	New	+$23.2K	﹤0.01%	76
2021 Q2	–	Sell	-488	Closed	-$21K	–	203
2021 Q1	$21K	Buy	+488	New	+$21.3K	0.01%	104
2020 Q4	–	Sell	-1,043	Closed	-$36K	–	180
2020 Q3	$36K	Hold	1,043	–	–	0.01%	54
2020 Q2	$45K	Hold	1,043	–	–	0.02%	53
2020 Q1	$38K	Sell	1,043 -1,010	-49%	-$54.2K	0.02%	63
2019 Q4	$129K	Buy	+2,053	New	+$128K	0.12%	42

Other funds holding MMP

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

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

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

TCA

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCM

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

TFO Wealth Partners's MMP Position: Q4 2021 in Review

TFO Wealth Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2021, closing a stake of 488 shares — an estimated $22K sold.

TFO Wealth Partners first reported a position in MMP in Q4 2019 and held it in 6 quarters. The position peaked at $129K in Q4 2019. 609 funds tracked by Wall St. Rank hold MMP as of Q4 2021.

TFO Wealth Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2021 after selling out during the quarter.
TFO Wealth Partners sold 488 Magellan Midstream Partners, L.P. shares in Q4 2021, an estimated $22K.
TFO Wealth Partners first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 6 quarters.
TFO Wealth Partners's Magellan Midstream Partners, L.P. position peaked at $129K in Q4 2019.
609 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2021.

Based on TFO Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.