AF
MMP

Affiance Financial’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Affiance 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
2023
Q1 		– Sell
-3,168
Closed -$159K – 435
2022
Q4 		$159K Buy
+3,168
New +$161K 0.06% 108
2022
Q2 		– Sell
-5,029
Closed -$247K – 138
2022
Q1 		$247K Sell
5,029
-497
-9% -$24.1K 0.12% 84
2021
Q4 		$257K Hold
5,526
– – 0.11% 95
2021
Q3 		$252K Hold
5,526
– – 0.11% 97
2021
Q2 		$270K Hold
5,526
– – 0.11% 94
2021
Q1 		$240K Hold
5,526
– – 0.11% 97
2020
Q4 		$235K Buy
+5,526
New +$220K 0.12% 91
2020
Q3 		– Sell
-5,576
Closed -$241K – 138
2020
Q2 		$241K Buy
+5,576
New +$236K 0.13% 82
2018
Q1 		– Sell
-3,232
Closed -$229K – 82
2017
Q4 		$229K Buy
+3,232
New +$220K 0.17% 74
2017
Q1 		– Sell
-6,206
Closed -$469K – 89
2016
Q4 		$469K Hold
6,206
– – 0.38% 45
2016
Q3 		$439K Hold
6,206
– – 0.36% 47
2016
Q2 		$472K Sell
6,206
-125
-2% -$8.87K 0.4% 43
2016
Q1 		$436K Sell
6,331
-374
-6% -$24.5K 0.42% 48
2015
Q4 		$455K Sell
6,705
-210
-3% -$13.6K 0.47% 48
2015
Q3 		$416K Hold
6,915
– – 0.52% 48
2015
Q2 		$507K Buy
6,915
+250
+4% +$20.1K 0.65% 45
2015
Q1 		$511K Buy
6,665
+3,563
+115% +$285K 0.78% 37
2014
Q4 		$256K Buy
+3,102
New +$253K 0.45% 62

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Affiance Financial's MMP Position: Q1 2023 in Review

Affiance Financial sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2023, closing a stake of 3,168 shares — an estimated $159K sold.

Affiance Financial first reported a position in MMP in Q4 2014 and held it in 18 quarters. The position peaked at $511K in Q1 2015. 618 funds tracked by Wall St. Rank hold MMP as of Q1 2023.

  • Affiance Financial reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 3,168 Magellan Midstream Partners, L.P. shares in Q1 2023, an estimated $159K.
  • Affiance Financial first reported a position in Magellan Midstream Partners, L.P. in Q4 2014 and held it in 18 quarters.
  • Affiance Financial's Magellan Midstream Partners, L.P. position peaked at $511K in Q1 2015.
  • 618 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.