EIA
MMP

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

Edgemoor 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
-63,082
Closed -$3.93M – 162
2023
Q2 		$3.93M Sell
63,082
-10
-0% -$584 0.44% 50
2023
Q1 		$3.42M Buy
63,092
+1,435
+2% +$76K 0.42% 56
2022
Q4 		$3.1M Sell
61,657
-315
-0.5% -$16K 0.39% 56
2022
Q3 		$2.94M Sell
61,972
-515
-0.8% -$25.8K 0.39% 57
2022
Q2 		$2.98M Sell
62,487
-584
-0.9% -$29.1K 0.38% 61
2022
Q1 		$3.1M Buy
63,071
+1,837
+3% +$88.9K 0.33% 62
2021
Q4 		$2.84M Buy
61,234
+1,756
+3% +$83K 0.29% 60
2021
Q3 		$2.71M Sell
59,478
-8,159
-12% -$388K 0.31% 59
2021
Q2 		$3.31M Buy
67,637
+1,805
+3% +$87.5K 0.31% 56
2021
Q1 		$2.85M Buy
65,832
+4,530
+7% +$198K 0.29% 58
2020
Q4 		$2.6M Sell
61,302
-8,611
-12% -$344K 0.29% 58
2020
Q3 		$2.39M Sell
69,913
-1,556
-2% -$61.6K 0.3% 59
2020
Q2 		$3.08M Buy
71,469
+10,740
+18% +$454K 0.41% 55
2020
Q1 		$2.22M Sell
60,729
-5,297
-8% -$284K 0.36% 58
2019
Q4 		$4.15M Buy
66,026
+1,401
+2% +$87.3K 0.47% 58
2019
Q3 		$4.28M Sell
64,625
-1,240
-2% -$81.6K 0.53% 58
2019
Q2 		$4.21M Sell
65,865
-825
-1% -$51.2K 0.53% 56
2019
Q1 		$4.04M Buy
66,690
+7,290
+12% +$440K 0.53% 55
2018
Q4 		$3.39M Sell
59,400
-6,975
-11% -$431K 0.51% 56
2018
Q3 		$4.5M Buy
66,375
+1,270
+2% +$88.1K 0.56% 55
2018
Q2 		$4.5M Sell
65,105
-9,335
-13% -$627K 0.6% 55
2018
Q1 		$4.34M Sell
74,440
-275
-0.4% -$18.5K 0.58% 54
2017
Q4 		$5.55M Buy
74,715
+7,935
+12% +$541K 0.7% 48
2017
Q3 		$4.75M Buy
66,780
+3,215
+5% +$222K 0.64% 53
2017
Q2 		$4.53M Buy
63,565
+6,665
+12% +$490K 0.62% 57
2017
Q1 		$4.38M Buy
56,900
+6,705
+13% +$520K 0.62% 56
2016
Q4 		$3.8M Buy
50,195
+8,560
+21% +$599K 0.58% 58
2016
Q3 		$2.94M Buy
41,635
+6,975
+20% +$498K 0.45% 63
2016
Q2 		$2.63M Buy
34,660
+10,829
+45% +$768K 0.42% 65
2016
Q1 		$1.64M Buy
23,831
+6,279
+36% +$411K 0.26% 76
2015
Q4 		$1.19M Buy
17,552
+3,917
+29% +$254K 0.18% 83
2015
Q3 		$820K Buy
13,635
+1,615
+13% +$110K 0.12% 94
2015
Q2 		$882K Hold
12,020
– – 0.13% 90
2015
Q1 		$922K Buy
12,020
+340
+3% +$27.2K 0.13% 87
2014
Q4 		$965K Hold
11,680
– – 0.14% 81
2014
Q3 		$983K Hold
11,680
– – 0.14% 87
2014
Q2 		$982K Buy
11,680
+3,380
+41% +$265K 0.14% 89
2014
Q1 		$579K Hold
8,300
– – 0.09% 95
2013
Q4 		$525K Hold
8,300
– – 0.08% 100
2013
Q3 		$468K Hold
8,300
– – 0.08% 104
2013
Q2 		$452K Buy
+8,300
New +$436K 0.08% 110

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

Edgemoor Investment Advisors's MMP Position: Q3 2023 in Review

Edgemoor Investment Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 63,082 shares — an estimated $3.93M sold.

Edgemoor Investment Advisors first reported a position in MMP in Q2 2013 and held it in 41 quarters. The position peaked at $5.55M in Q4 2017. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Edgemoor Investment Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 63,082 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $3.93M.
  • Edgemoor Investment Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 41 quarters.
  • Edgemoor Investment Advisors's Magellan Midstream Partners, L.P. position peaked at $5.55M in Q4 2017.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Edgemoor Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.