WRF
MMP

Waddell & Reed Financial’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Waddell & Reed 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
2021
Q1 		$4.88M Sell
112,455
-10,527
-9% -$460K 0.01% 434
2020
Q4 		$5.22M Buy
122,982
+45,447
+59% +$1.81M 0.01% 436
2020
Q3 		$2.65M Sell
77,535
-45,441
-37% -$1.8M 0.01% 441
2020
Q2 		$5.31M Buy
122,976
+1,799
+1% +$76K 0.01% 419
2020
Q1 		$4.42M Sell
121,177
-37,934
-24% -$2.04M 0.01% 398
2019
Q4 		$10M Sell
159,111
-7,589
-5% -$473K 0.02% 391
2019
Q3 		$11M Hold
166,700
– – 0.03% 385
2019
Q2 		$10.7M Sell
166,700
-921
-0.5% -$57.2K 0.03% 403
2019
Q1 		$10.2M Sell
167,621
-31,927
-16% -$1.93M 0.03% 424
2018
Q4 		$11.4M Sell
199,548
-17,302
-8% -$1.07M 0.03% 403
2018
Q3 		$14.7M Hold
216,850
– – 0.03% 376
2018
Q2 		$15M Sell
216,850
-32,100
-13% -$2.16M 0.03% 371
2018
Q1 		$14.5M Sell
248,950
-14,050
-5% -$943K 0.03% 374
2017
Q4 		$18.7M Buy
263,000
+5,700
+2% +$388K 0.04% 340
2017
Q3 		$18.3M Sell
257,300
-82,500
-24% -$5.7M 0.04% 344
2017
Q2 		$24.2M Sell
339,800
-20,700
-6% -$1.52M 0.05% 326
2017
Q1 		$27.7M Hold
360,500
– – 0.06% 310
2016
Q4 		$27.3M Buy
360,500
+3,500
+1% +$245K 0.06% 306
2016
Q3 		$25.3M Buy
+357,000
New +$25.5M 0.05% 292

Other funds holding MMP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Janus Henderson Group
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Waddell & Reed Financial's MMP Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Magellan Midstream Partners, L.P. (MMP) stake by 8.6% in Q1 2021, selling an estimated $460K and leaving 112,455 shares worth $4.88M. The position accounts for 0.01% of the portfolio, ranked #434.

Waddell & Reed Financial first reported a position in MMP in Q3 2016 and has held it in 19 quarters since. The position peaked at $27.7M in Q1 2017. 568 funds tracked by Wall St. Rank hold MMP as of Q1 2021.

  • Waddell & Reed Financial held 112,455 shares of Magellan Midstream Partners, L.P. worth $4.88M as of Q1 2021.
  • Waddell & Reed Financial sold 10,527 Magellan Midstream Partners, L.P. shares in Q1 2021, an estimated $460K.
  • Magellan Midstream Partners, L.P. made up 0.01% of Waddell & Reed Financial's portfolio in Q1 2021, its #434 holding.
  • Waddell & Reed Financial first reported a position in Magellan Midstream Partners, L.P. in Q3 2016 and has held it in 19 quarters since.
  • Waddell & Reed Financial's Magellan Midstream Partners, L.P. position peaked at $27.7M in Q1 2017.
  • 568 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.