Cetera Investment Advisers
MMP

Cetera Investment Advisers’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Cetera Investment Advisers’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
Q3 		– Sell
-29,172
Closed -$1.82M – 2323
2023
Q2 		$1.82M Sell
29,172
-1,179
-4% -$68.8K 0.02% 812
2023
Q1 		$1.65M Sell
30,351
-2,563
-8% -$136K 0.01% 826
2022
Q4 		$1.65M Buy
32,914
+2,664
+9% +$135K 0.02% 779
2022
Q3 		$1.44M Buy
30,250
+672
+2% +$33.7K 0.03% 575
2022
Q2 		$1.41M Buy
29,578
+12,401
+72% +$619K 0.02% 651
2022
Q1 		$843K Buy
17,177
+729
+4% +$35.3K 0.01% 879
2021
Q4 		$764K Buy
16,448
+1,193
+8% +$56.4K 0.01% 929
2021
Q3 		$695K Buy
15,255
+409
+3% +$19.4K 0.01% 935
2021
Q2 		$726K Buy
14,846
+2,872
+24% +$139K 0.01% 909
2021
Q1 		$519K Sell
11,974
-124
-1% -$5.42K 0.01% 962
2020
Q4 		$513K Buy
+12,098
New +$483K 0.01% 947
2018
Q3 		– Sell
-12,033
Closed -$830K – 494
2018
Q2 		$830K Buy
+12,033
New +$809K 0.15% 172

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Cetera Investment Advisers's MMP Position: Q3 2023 in Review

Cetera Investment Advisers sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 29,172 shares — an estimated $1.82M sold.

Cetera Investment Advisers first reported a position in MMP in Q2 2018 and held it in 12 quarters. The position peaked at $1.82M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Cetera Investment Advisers reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 29,172 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.82M.
  • Cetera Investment Advisers first reported a position in Magellan Midstream Partners, L.P. in Q2 2018 and held it in 12 quarters.
  • Cetera Investment Advisers's Magellan Midstream Partners, L.P. position peaked at $1.82M in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Cetera Investment Advisers's 13F filing for Q3 2023, filed 14 Nov 2023.