CPIA
MMP

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

Cornell Pochily 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
Q3 		– Sell
-8,072
Closed -$503K – 177
2023
Q2 		$503K Sell
8,072
-1,172
-13% -$68.4K 0.21% 108
2023
Q1 		$502K Buy
9,244
+29
+0.3% +$1.54K 0.21% 110
2022
Q4 		$463K Sell
9,215
-472
-5% -$23.9K 0.21% 116
2022
Q3 		$460K Buy
9,687
+128
+1% +$6.42K 0.2% 109
2022
Q2 		$457K Buy
9,559
+29
+0.3% +$1.45K 0.2% 114
2022
Q1 		$468K Buy
9,530
+29
+0.3% +$1.4K 0.18% 117
2021
Q4 		$441K Sell
9,501
-573
-6% -$27.1K 0.17% 116
2021
Q3 		$459K Sell
10,074
-872
-8% -$41.5K 0.2% 112
2021
Q2 		$535K Buy
10,946
+2,989
+38% +$145K 0.24% 101
2021
Q1 		$345K Sell
7,957
-141
-2% -$6.17K 0.17% 122
2020
Q4 		$344K Sell
8,098
-338
-4% -$13.5K 0.17% 119
2020
Q3 		$289K Buy
8,436
+557
+7% +$22K 0.17% 115
2020
Q2 		$340K Buy
7,879
+202
+3% +$8.53K 0.21% 100
2020
Q1 		$280K Buy
7,677
+1,098
+17% +$59K 0.21% 102
2019
Q4 		$413K Sell
6,579
-1,504
-19% -$93.7K 0.25% 95
2019
Q3 		$536K Sell
8,083
-5,103
-39% -$336K 0.34% 83
2019
Q2 		$844K Buy
13,186
+4,365
+49% +$271K 0.21% 62
2019
Q1 		$534K Sell
8,821
-4,695
-35% -$284K 0.36% 74
2018
Q4 		$771K Buy
13,516
+4,311
+47% +$266K 0.5% 59
2018
Q3 		$623K Sell
9,205
-478
-5% -$33.2K 0.42% 69
2018
Q2 		$682K Sell
9,683
-760
-7% -$51.1K 0.47% 62
2018
Q1 		$609K Buy
10,443
+31
+0.3% +$2.08K 0.43% 69
2017
Q4 		$738K Buy
+10,412
New +$709K 0.48% 65

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
PR
Payden & Rygel Los Angeles, California $1.3B AUM 32.58% 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 $4.9B AUM 23.65% 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 $683M AUM 22.58% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Cornell Pochily Investment Advisors's MMP Position: Q3 2023 in Review

Cornell Pochily Investment Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 8,072 shares — an estimated $503K sold.

Cornell Pochily Investment Advisors first reported a position in MMP in Q4 2017 and held it in 23 quarters. The position peaked at $844K in Q2 2019. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Cornell Pochily Investment Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Cornell Pochily Investment Advisors sold 8,072 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $503K.
  • Cornell Pochily Investment Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 23 quarters.
  • Cornell Pochily Investment Advisors's Magellan Midstream Partners, L.P. position peaked at $844K in Q2 2019.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Cornell Pochily Investment Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.