BAM
MMP

Belpointe Asset Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-8,701
Closed -$472K – 3654
2023
Q1 		$472K Sell
8,701
-66
-0.8% -$3.5K 0.03% 587
2022
Q4 		$440K Sell
8,767
-563
-6% -$28.6K 0.03% 595
2022
Q3 		$443K Buy
9,330
+384
+4% +$19.3K 0.03% 550
2022
Q2 		$427K Sell
8,946
-2
-0% -$100 0.03% 551
2022
Q1 		$439K Buy
8,948
+409
+5% +$19.8K 0.03% 586
2021
Q4 		$396K Buy
8,539
+48
+0.6% +$2.27K 0.02% 601
2021
Q3 		$387K Hold
8,491
– – 0.03% 592
2021
Q2 		$415K Hold
8,491
– – 0.03% 557
2021
Q1 		$368K Sell
8,491
-738
-8% -$32.3K 0.03% 521
2020
Q4 		$392K Buy
9,229
+100
+1% +$3.99K 0.04% 467
2020
Q3 		$312K Buy
9,129
+11
+0.1% +$435 0.03% 422
2020
Q2 		$393K Buy
9,118
+1,252
+16% +$52.9K 0.05% 346
2020
Q1 		$287K Sell
7,866
-519
-6% -$27.9K 0.05% 354
2019
Q4 		$527K Sell
8,385
-817
-9% -$50.9K 0.07% 317
2019
Q3 		$610K Buy
9,202
+705
+8% +$46.4K 0.1% 229
2019
Q2 		$544K Sell
8,497
-600
-7% -$37.2K 0.11% 207
2019
Q1 		$552K Buy
9,097
+545
+6% +$32.9K 0.11% 151
2018
Q4 		$488K Buy
8,552
+4,370
+104% +$270K 0.12% 180
2018
Q3 		$283K Buy
4,182
+260
+7% +$18K 0.04% 377
2018
Q2 		$271K Sell
3,922
-520
-12% -$34.9K 0.08% 279
2018
Q1 		$259K Hold
4,442
– – 0.08% 273
2017
Q4 		$315K Sell
4,442
-75
-2% -$5.11K 0.07% 328
2017
Q3 		$321K Buy
+4,517
New +$312K 0.08% 302

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
Janus Henderson Group
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
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Belpointe Asset Management's MMP Position: Q2 2023 in Review

Belpointe Asset Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2023, closing a stake of 8,701 shares — an estimated $472K sold.

Belpointe Asset Management first reported a position in MMP in Q3 2017 and held it in 23 quarters. The position peaked at $610K in Q3 2019. 611 funds tracked by Wall St. Rank hold MMP as of Q2 2023.

  • Belpointe Asset Management reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 8,701 Magellan Midstream Partners, L.P. shares in Q2 2023, an estimated $472K.
  • Belpointe Asset Management first reported a position in Magellan Midstream Partners, L.P. in Q3 2017 and held it in 23 quarters.
  • Belpointe Asset Management's Magellan Midstream Partners, L.P. position peaked at $610K in Q3 2019.
  • 611 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.