BHPW
MMP

Beverly Hills Private Wealth’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Beverly Hills Private Wealth’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
-6,164
Closed -$334K – 330
2023
Q1 		$334K Buy
6,164
+1,582
+35% +$83.8K 0.1% 208
2022
Q4 		$230K Buy
+4,582
New +$232K 0.1% 199

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

Beverly Hills Private Wealth's MMP Position: Q2 2023 in Review

Beverly Hills Private Wealth sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2023, closing a stake of 6,164 shares — an estimated $334K sold.

Beverly Hills Private Wealth first reported a position in MMP in Q4 2022 and held it in 2 quarters. The position peaked at $334K in Q1 2023. 611 funds tracked by Wall St. Rank hold MMP as of Q2 2023.

  • Beverly Hills Private Wealth reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 6,164 Magellan Midstream Partners, L.P. shares in Q2 2023, an estimated $334K.
  • Beverly Hills Private Wealth first reported a position in Magellan Midstream Partners, L.P. in Q4 2022 and held it in 2 quarters.
  • Beverly Hills Private Wealth's Magellan Midstream Partners, L.P. position peaked at $334K in Q1 2023.
  • 611 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2023, filed 10 Aug 2023.