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

Tolleson Wealth Management’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 Q3	–	Sell	-6,072	Closed	-$297K	–	71
2021 Q2	$297K	Hold	6,072	–	–	0.08%	61
2021 Q1	$263K	Hold	6,072	–	–	0.08%	67
2020 Q4	$258K	Hold	6,072	–	–	0.09%	59
2020 Q3	$208K	Hold	6,072	–	–	0.08%	61
2020 Q2	$262K	Hold	6,072	–	–	0.11%	56
2020 Q1	$222K	Hold	6,072	–	–	0.1%	54
2019 Q4	$382K	Hold	6,072	–	–	0.18%	43
2019 Q3	$402K	Hold	6,072	–	–	0.22%	39
2019 Q2	$389K	Hold	6,072	–	–	0.27%	32
2019 Q1	$368K	Hold	6,072	–	–	0.25%	32
2018 Q4	$346K	Buy	+6,072	New	+$375K	0.2%	35

Other funds holding MMP

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Tolleson Wealth Management's MMP Position: Q3 2021 in Review

Tolleson Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2021, closing a stake of 6,072 shares — an estimated $297K sold.

Tolleson Wealth Management first reported a position in MMP in Q4 2018 and held it in 11 quarters. The position peaked at $402K in Q3 2019. 580 funds tracked by Wall St. Rank hold MMP as of Q3 2021.

Tolleson Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2021 after selling out during the quarter.
Tolleson Wealth Management sold 6,072 Magellan Midstream Partners, L.P. shares in Q3 2021, an estimated $297K.
Tolleson Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and held it in 11 quarters.
Tolleson Wealth Management's Magellan Midstream Partners, L.P. position peaked at $402K in Q3 2019.
580 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2021.

Based on Tolleson Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.