Abacus Planning Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Abacus Planning 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
2022 Q4	–	Sell	-10,666	Closed	-$507K	–	200
2022 Q3	$507K	Hold	10,666	–	–	0.15%	94
2022 Q2	$509K	Hold	10,666	–	–	0.15%	97
2022 Q1	$523K	Hold	10,666	–	–	0.14%	112
2021 Q4	$495K	Hold	10,666	–	–	0.13%	114
2021 Q3	$486K	Hold	10,666	–	–	0.15%	99
2021 Q2	$522K	Hold	10,666	–	–	0.16%	99
2021 Q1	$462K	Sell	10,666 -20,000	-65%	-$875K	0.15%	103
2020 Q4	$1.3M	Buy	30,666 +5,000	+19%	+$199K	0.4%	45
2020 Q3	$878K	Hold	25,666	–	–	0.32%	62
2020 Q2	$1.11M	Buy	25,666 +15,000	+141%	+$634K	0.45%	44
2020 Q1	$389K	Sell	10,666 -4,000	-27%	-$215K	0.19%	90
2019 Q4	$922K	Buy	14,666 +1,500	+11%	+$93.4K	0.42%	51
2019 Q3	$873K	Buy	13,166 +5,000	+61%	+$329K	0.43%	53
2019 Q2	$523K	Hold	8,166	–	–	0.31%	77
2019 Q1	$495K	Hold	8,166	–	–	0.31%	76
2018 Q4	$466K	Buy	8,166 +2,500	+44%	+$154K	0.35%	70
2018 Q3	$383K	Sell	5,666 -2,000	-26%	-$139K	0.26%	88
2018 Q2	$529K	Sell	7,666 -135	-2%	-$9.07K	0.4%	56
2018 Q1	$455K	Buy	7,801 +2,000	+34%	+$134K	0.37%	64
2017 Q4	$412K	Buy	+5,801	New	+$395K	0.42%	51

Other funds holding MMP

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

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

TCA

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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

Abacus Planning Group's MMP Position: Q4 2022 in Review

Abacus Planning Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2022, closing a stake of 10,666 shares — an estimated $507K sold.

Abacus Planning Group first reported a position in MMP in Q4 2017 and held it in 20 quarters. The position peaked at $1.3M in Q4 2020. 629 funds tracked by Wall St. Rank hold MMP as of Q4 2022.

Abacus Planning Group reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
Abacus Planning Group sold 10,666 Magellan Midstream Partners, L.P. shares in Q4 2022, an estimated $507K.
Abacus Planning Group first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 20 quarters.
Abacus Planning Group's Magellan Midstream Partners, L.P. position peaked at $1.3M in Q4 2020.
629 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2022.

Based on Abacus Planning Group's 13F filing for Q4 2022, filed 19 Jan 2023.