Vishria Bird Financial Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Vishria Bird Financial Group’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	-3,775	Closed	-$250K	–	54
2019 Q3	$250K	Hold	3,775	–	–	0.29%	40
2019 Q2	$242K	Hold	3,775	–	–	0.24%	43
2019 Q1	$229K	Hold	3,775	–	–	0.23%	45
2018 Q4	$215K	Hold	3,775	–	–	0.24%	45
2018 Q3	$256K	Hold	3,775	–	–	0.22%	42
2018 Q2	$261K	Buy	+3,775	New	+$254K	0.24%	38

Other funds holding MMP

TCA

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vishria Bird Financial Group's MMP Position: Q4 2019 in Review

Vishria Bird Financial Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2019, closing a stake of 3,775 shares — an estimated $250K sold.

Vishria Bird Financial Group first reported a position in MMP in Q2 2018 and held it in 6 quarters. The position peaked at $261K in Q2 2018. 656 funds tracked by Wall St. Rank hold MMP as of Q4 2019.

Vishria Bird Financial Group reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2019 after selling out during the quarter.
Vishria Bird Financial Group sold 3,775 Magellan Midstream Partners, L.P. shares in Q4 2019, an estimated $250K.
Vishria Bird Financial Group first reported a position in Magellan Midstream Partners, L.P. in Q2 2018 and held it in 6 quarters.
Vishria Bird Financial Group's Magellan Midstream Partners, L.P. position peaked at $261K in Q2 2018.
656 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2019.

Based on Vishria Bird Financial Group's 13F filing for Q4 2019, filed 9 Jan 2020.