CIAS
MMP

CBIZ Investment Advisory Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

CBIZ Investment Advisory Services’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
-5,000
Closed -$251K – 39
2022
Q4 		$251K Hold
5,000
– – 0.1% 26
2022
Q3 		$238K Hold
5,000
– – 0.24% 25
2022
Q2 		$239K Buy
+5,000
New +$249K 0.02% 33

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CBIZ Investment Advisory Services's MMP Position: Q1 2023 in Review

CBIZ Investment Advisory Services sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2023, closing a stake of 5,000 shares — an estimated $251K sold.

CBIZ Investment Advisory Services first reported a position in MMP in Q2 2022 and held it in 3 quarters. The position peaked at $251K in Q4 2022. 619 funds tracked by Wall St. Rank hold MMP as of Q1 2023.

  • CBIZ Investment Advisory Services reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2023 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 5,000 Magellan Midstream Partners, L.P. shares in Q1 2023, an estimated $251K.
  • CBIZ Investment Advisory Services first reported a position in Magellan Midstream Partners, L.P. in Q2 2022 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Magellan Midstream Partners, L.P. position peaked at $251K in Q4 2022.
  • 619 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2023.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2023, filed 9 May 2023.