Cascade Investment Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Cascade Investment Advisors’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	-275	Closed	-$14.9K	–	247
2023 Q1	$14.9K	Buy	+275	New	+$14.6K	0.01%	200
2022 Q3	–	Sell	-275	Closed	-$13.1K	–	242
2022 Q2	$13.1K	Hold	275	–	–	0.01%	209
2022 Q1	$13.5K	Hold	275	–	–	0.01%	232
2021 Q4	$12.8K	Hold	275	–	–	0.01%	233
2021 Q3	$12.5K	Hold	275	–	–	0.01%	223
2021 Q2	$13.4K	Hold	275	–	–	0.01%	222
2021 Q1	$11.9K	Hold	275	–	–	0.01%	228
2020 Q4	$11.7K	Hold	275	–	–	0.01%	225
2020 Q3	$9.4K	Hold	275	–	–	0.01%	225
2020 Q2	$11.9K	Hold	275	–	–	0.01%	204
2020 Q1	$10K	Hold	275	–	–	0.01%	204
2019 Q4	$17.3K	Hold	275	–	–	0.01%	197
2019 Q3	$18.2K	Hold	275	–	–	0.01%	197
2019 Q2	$17.6K	Hold	275	–	–	0.01%	187
2019 Q1	$16.7K	Hold	275	–	–	0.02%	176
2018 Q4	$15.7K	Hold	275	–	–	0.02%	176
2018 Q3	$18.6K	Buy	+275	New	+$19.1K	0.02%	166
2018 Q2	–	Sell	-3,675	Closed	-$214K	–	227
2018 Q1	$214K	Hold	3,675	–	–	0.17%	94
2017 Q4	$261K	Sell	3,675 -200	-5%	-$13.6K	0.21%	93
2017 Q3	$275K	Hold	3,875	–	–	0.23%	89
2017 Q2	$276K	Hold	3,875	–	–	0.24%	88
2017 Q1	$298K	Hold	3,875	–	–	0.26%	82
2016 Q4	$293K	Buy	+3,875	New	+$271K	0.25%	78
2016 Q2	$295K	Buy	+3,875	New	+$275K	0.28%	74

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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 New York $32.9B AUM 23.66% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Cascade Investment Advisors's MMP Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2023, closing a stake of 275 shares — an estimated $14.9K sold.

Cascade Investment Advisors first reported a position in MMP in Q2 2016 and held it in 24 quarters. The position peaked at $298K in Q1 2017. 611 funds tracked by Wall St. Rank hold MMP as of Q2 2023.

Cascade Investment Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 275 Magellan Midstream Partners, L.P. shares in Q2 2023, an estimated $14.9K.
Cascade Investment Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2016 and held it in 24 quarters.
Cascade Investment Advisors's Magellan Midstream Partners, L.P. position peaked at $298K in Q1 2017.
611 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.