TWP
MMP

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

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return