EWA
MMP

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

EP Wealth 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
-7,376
Closed -$6.68M – 781
2023
Q2 		$6.68M Sell
7,376
-4,852
-40% -$283K 0.1% 127
2023
Q1 		$1.29M Buy
12,228
+7,817
+177% +$414K 0.02% 276
2022
Q4 		$221K Buy
+4,411
New +$224K ﹤0.01% 529
2020
Q1 		– Sell
-6,088
Closed -$383K – 441
2019
Q4 		$383K Buy
+6,088
New +$379K 0.02% 304

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

EP Wealth Advisors's MMP Position: Q3 2023 in Review

EP Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 7,376 shares — an estimated $6.68M sold.

EP Wealth Advisors first reported a position in MMP in Q4 2019 and held it in 4 quarters. The position peaked at $6.68M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • EP Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 7,376 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $6.68M.
  • EP Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 4 quarters.
  • EP Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $6.68M in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on EP Wealth Advisors's 13F filing for Q3 2023, filed 24 Nov 2023.