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

Clearstead 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 Q1	–	Sell	-278	Closed	-$14K	–	1448
2022 Q4	$14K	Hold	278	–	–	﹤0.01%	865
2022 Q3	$13K	Buy	+278	New	+$14K	﹤0.01%	852
2022 Q2	–	Sell	-275	Closed	-$13K	–	1485
2022 Q1	$13K	Hold	275	–	–	﹤0.01%	958
2021 Q4	$13K	Hold	275	–	–	﹤0.01%	905
2021 Q3	$13K	Hold	275	–	–	﹤0.01%	914
2021 Q2	$13K	Hold	275	–	–	﹤0.01%	771
2021 Q1	$12K	Hold	275	–	–	﹤0.01%	761
2020 Q4	$12K	Hold	275	–	–	﹤0.01%	704
2020 Q3	$9K	Hold	275	–	–	﹤0.01%	685
2020 Q2	$12K	Hold	275	–	–	﹤0.01%	586
2020 Q1	$10K	Sell	275 -4,087	-94%	-$219K	﹤0.01%	582
2019 Q4	$274K	Hold	4,362	–	–	0.03%	235
2019 Q3	$289K	Buy	+4,362	New	+$287K	0.04%	218
2019 Q2	–	Sell	-10,117	Closed	-$628K	–	195
2019 Q1	$613K	Buy	+10,117	New	+$611K	0.08%	149
2018 Q4	–	Hold	0	–	–	–	145
2017 Q3	–	Hold	0	–	–	–	228
2017 Q2	–	Sell	-3,441	Closed	-$253K	–	206
2017 Q1	$265K	Buy	+3,441	New	+$267K	0.04%	192

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Clearstead Advisors's MMP Position: Q1 2023 in Review

Clearstead Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2023, closing a stake of 278 shares — an estimated $14K sold.

Clearstead Advisors first reported a position in MMP in Q1 2017 and held it in 15 quarters. The position peaked at $613K in Q1 2019. 618 funds tracked by Wall St. Rank hold MMP as of Q1 2023.

Clearstead Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2023 after selling out during the quarter.
Clearstead Advisors sold 278 Magellan Midstream Partners, L.P. shares in Q1 2023, an estimated $14K.
Clearstead Advisors first reported a position in Magellan Midstream Partners, L.P. in Q1 2017 and held it in 15 quarters.
Clearstead Advisors's Magellan Midstream Partners, L.P. position peaked at $613K in Q1 2019.
618 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2023.

Based on Clearstead Advisors's 13F filing for Q1 2023, filed 9 May 2023.