ECG
MMP

Edge Capital Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Edge Capital Group’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
-6,050
Closed -$377K – 319
2023
Q2 		$377K Sell
6,050
-1,575
-21% -$91.9K 0.02% 236
2023
Q1 		$414K Buy
7,625
+2,500
+49% +$132K 0.03% 223
2022
Q4 		$257K Sell
5,125
-5,980
-54% -$303K 0.02% 254
2022
Q3 		$528K Hold
11,105
– – 0.04% 185
2022
Q2 		$530K Buy
11,105
+615
+6% +$30.7K 0.05% 186
2022
Q1 		$515K Buy
10,490
+2,000
+24% +$96.8K 0.04% 198
2021
Q4 		$394K Buy
8,490
+1,610
+23% +$76.1K 0.03% 220
2021
Q3 		$314K Hold
6,880
– – 0.03% 223
2021
Q2 		$337K Hold
6,880
– – 0.03% 216
2021
Q1 		$298K Sell
6,880
-16,468
-71% -$720K 0.02% 222
2020
Q4 		$991K Sell
23,348
-990
-4% -$39.5K 0.08% 133
2020
Q3 		$832K Hold
24,338
– – 0.08% 125
2020
Q2 		$1.05M Buy
24,338
+920
+4% +$38.9K 0.11% 114
2020
Q1 		$855K Buy
23,418
+725
+3% +$38.9K 0.1% 115
2019
Q4 		$1.43M Hold
22,693
– – 0.14% 100
2019
Q3 		$1.5M Sell
22,693
-17,486
-44% -$1.15M 0.15% 98
2019
Q2 		$2.57M Sell
40,179
-2,747
-6% -$171K 0.25% 82
2019
Q1 		$2.6M Sell
42,926
-1,801
-4% -$109K 0.26% 75
2018
Q4 		$2.55M Buy
+44,727
New +$2.76M 0.28% 74

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 $463M AUM 23.57% 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

Edge Capital Group's MMP Position: Q3 2023 in Review

Edge Capital Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 6,050 shares — an estimated $377K sold.

Edge Capital Group first reported a position in MMP in Q4 2018 and held it in 19 quarters. The position peaked at $2.6M in Q1 2019. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Edge Capital Group reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Edge Capital Group sold 6,050 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $377K.
  • Edge Capital Group first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and held it in 19 quarters.
  • Edge Capital Group's Magellan Midstream Partners, L.P. position peaked at $2.6M in Q1 2019.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Edge Capital Group's 13F filing for Q3 2023, filed 13 Nov 2023.