WAM
MMP

Wealthspire Advisors (Maryland)’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Wealthspire Advisors (Maryland)’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
-4,456
Closed -$280K – 522
2019
Q4 		$280K Buy
4,456
+160
+4% +$9.97K 0.02% 395
2019
Q3 		$285K Sell
4,296
-30
-0.7% -$1.98K 0.02% 356
2019
Q2 		$277K Buy
4,326
+8
+0.2% +$497 0.02% 370
2019
Q1 		$262K Sell
4,318
-332
-7% -$20.1K 0.02% 388
2018
Q4 		$265K Sell
4,650
-250
-5% -$15.4K 0.02% 349
2018
Q3 		$332K Sell
4,900
-233
-5% -$16.2K 0.03% 332
2018
Q2 		$355K Buy
5,133
+300
+6% +$20.2K 0.03% 314
2018
Q1 		$282K Buy
4,833
+117
+2% +$7.86K 0.03% 375
2017
Q4 		$335K Sell
4,716
-50
-1% -$3.41K 0.03% 343
2017
Q3 		$339K Buy
4,766
+926
+24% +$63.9K 0.04% 333
2017
Q2 		$274K Buy
3,840
+630
+20% +$46.3K 0.03% 359
2017
Q1 		$247K Sell
3,210
-766
-19% -$59.4K 0.04% 334
2016
Q4 		$301K Sell
3,976
-4
-0.1% -$280 0.05% 274
2016
Q3 		$282K Buy
3,980
+269
+7% +$19.2K 0.04% 289
2016
Q2 		$282K Hold
3,711
– – 0.05% 270
2016
Q1 		$255K Buy
3,711
+136
+4% +$8.89K 0.05% 295
2015
Q4 		$243K Buy
+3,575
New +$232K 0.05% 307

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MMP Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2020, closing a stake of 4,456 shares — an estimated $280K sold.

Wealthspire Advisors (Maryland) first reported a position in MMP in Q4 2015 and held it in 17 quarters. The position peaked at $355K in Q2 2018. 549 funds tracked by Wall St. Rank hold MMP as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,456 Magellan Midstream Partners, L.P. shares in Q1 2020, an estimated $280K.
  • Wealthspire Advisors (Maryland) first reported a position in Magellan Midstream Partners, L.P. in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s Magellan Midstream Partners, L.P. position peaked at $355K in Q2 2018.
  • 549 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.