WFAG
MMP

Wescott Financial Advisory Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Wescott Financial Advisory 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
2021
Q1 		– Sell
-10,154
Closed -$431K – 69
2020
Q4 		$431K Buy
+10,154
New +$405K 0.3% 37

Other funds holding MMP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Wescott Financial Advisory Group's MMP Position: Q1 2021 in Review

Wescott Financial Advisory Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2021, closing a stake of 10,154 shares — an estimated $431K sold.

Wescott Financial Advisory Group first reported a position in MMP in Q4 2020 and held it in 1 quarter. The position peaked at $431K in Q4 2020. 568 funds tracked by Wall St. Rank hold MMP as of Q1 2021.

  • Wescott Financial Advisory Group reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2021 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 10,154 Magellan Midstream Partners, L.P. shares in Q1 2021, an estimated $431K.
  • Wescott Financial Advisory Group first reported a position in Magellan Midstream Partners, L.P. in Q4 2020 and held it in 1 quarter.
  • Wescott Financial Advisory Group's Magellan Midstream Partners, L.P. position peaked at $431K in Q4 2020.
  • 568 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2021.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2021, filed 25 Jun 2021.