WBH Advisory’s Magellan Midstream Partners, L.P. MMP Stock Holding History

WBH Advisory’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
2020 Q1	–	Sell	-4,744	Closed	-$298K	–	249
2019 Q4	$298K	Hold	4,744	–	–	0.06%	204
2019 Q3	$314K	Hold	4,744	–	–	0.07%	189
2019 Q2	$303K	Hold	4,744	–	–	0.07%	195
2019 Q1	$287K	Sell	4,744 -111	-2%	-$6.71K	0.07%	198
2018 Q4	$277	Buy	4,855 +1	+0%	+$62	0.07%	192
2018 Q3	$328K	Buy	4,854 +2	+0%	+$139	0.08%	193
2018 Q2	$335K	Buy	4,852 +1	+0%	+$67	0.09%	181
2018 Q1	$283K	Buy	4,851 +2	+0%	+$134	0.08%	197
2017 Q4	$344K	Hold	4,849	–	–	0.09%	180
2017 Q3	$344K	Hold	4,849	–	–	0.1%	176
2017 Q2	$345K	Sell	4,849 -213	-4%	-$15.6K	0.1%	167
2017 Q1	$389K	Buy	5,062 +2	+0%	+$155	0.12%	157
2016 Q4	$382K	Buy	5,060 +1	+0%	+$70	0.13%	155
2016 Q3	$357K	Buy	5,059 +765	+18%	+$54.6K	0.12%	158
2016 Q2	$326K	Sell	4,294 -151	-3%	-$10.7K	0.13%	147
2016 Q1	$305K	Sell	4,445 -2,601	-37%	-$170K	0.1%	152
2015 Q4	$478	Sell	7,046 -373	-5%	-$24.2K	0.17%	118
2015 Q3	$445K	Buy	7,419 +278	+4%	+$19K	0.18%	120
2015 Q2	$524K	Sell	7,141 -497	-7%	-$39.9K	0.21%	116
2015 Q1	$585	Sell	7,638 -248	-3%	-$19.8K	0.16%	108
2014 Q4	$651K	Sell	7,886 -246	-3%	-$20.1K	0.25%	98
2014 Q3	$684K	Buy	8,132 +302	+4%	+$25.1K	0.24%	95
2014 Q2	$658K	Buy	7,830 +2	+0%	+$157	0.25%	103
2014 Q1	$545K	Buy	7,828 +326	+4%	+$21.7K	0.22%	114
2013 Q4	$474K	Buy	7,502 +128	+2%	+$7.64K	0.19%	122
2013 Q3	$416K	Sell	7,374 -1,298	-15%	-$71.3K	0.19%	128
2013 Q2	$472K	Buy	+8,672	New	+$455K	0.22%	113

Other funds holding MMP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HFA

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

EIP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

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

WBH Advisory's MMP Position: Q1 2020 in Review

WBH Advisory sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2020, closing a stake of 4,744 shares — an estimated $298K sold.

WBH Advisory first reported a position in MMP in Q2 2013 and held it in 27 quarters. The position peaked at $684K in Q3 2014. 549 funds tracked by Wall St. Rank hold MMP as of Q1 2020.

WBH Advisory reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
WBH Advisory sold 4,744 Magellan Midstream Partners, L.P. shares in Q1 2020, an estimated $298K.
WBH Advisory first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 27 quarters.
WBH Advisory's Magellan Midstream Partners, L.P. position peaked at $684K in Q3 2014.
549 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2020.

Based on WBH Advisory's 13F filing for Q1 2020, filed 7 May 2020.