EFS
MMP

Essex Financial Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Essex Financial Services’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
-8,326
Closed -$519K – 495
2023
Q2 		$519K Sell
8,326
-974
-10% -$56.9K 0.06% 272
2023
Q1 		$505K Hold
9,300
– – 0.05% 281
2022
Q4 		$466K Buy
9,300
+1,681
+22% +$85.3K 0.05% 289
2022
Q3 		$362K Sell
7,619
-25
-0.3% -$1.25K 0.04% 308
2022
Q2 		$365K Hold
7,644
– – 0.04% 320
2022
Q1 		$375K Sell
7,644
-467
-6% -$22.6K 0.04% 328
2021
Q4 		$377K Sell
8,111
-6,438
-44% -$304K 0.04% 327
2021
Q3 		$663K Sell
14,549
-5,517
-27% -$262K 0.08% 237
2021
Q2 		$981K Buy
+20,066
New +$973K 0.14% 152
2019
Q1 		– Sell
-3,506
Closed -$200K – 268
2018
Q4 		$200K Sell
3,506
-945
-21% -$58.4K 0.06% 231
2018
Q3 		$301K Hold
4,451
– – 0.07% 220
2018
Q2 		$307K Sell
4,451
-1,030
-19% -$69.2K 0.07% 210
2018
Q1 		$320K Sell
5,481
-625
-10% -$42K 0.06% 255
2017
Q4 		$433K Sell
6,106
-71
-1% -$4.84K 0.1% 174
2017
Q3 		$439K Buy
6,177
+10
+0.2% +$690 0.11% 165
2017
Q2 		$440K Sell
6,167
-275
-4% -$20.2K 0.09% 211
2017
Q1 		$495K Sell
6,442
-2,105
-25% -$163K 0.11% 178
2016
Q4 		$646K Buy
8,547
+2,325
+37% +$163K 0.14% 150
2016
Q3 		$440K Sell
6,222
-275
-4% -$19.6K 0.1% 181
2016
Q2 		$494K Sell
6,497
-660
-9% -$46.8K 0.12% 167
2016
Q1 		$492K Sell
7,157
-1,837
-20% -$120K 0.12% 166
2015
Q4 		$611K Sell
8,994
-388
-4% -$25.1K 0.15% 156
2015
Q3 		$564K Sell
9,382
-820
-8% -$56K 0.15% 155
2015
Q2 		$749K Sell
10,202
-487
-5% -$39.1K 0.19% 131
2015
Q1 		$820K Sell
10,689
-630
-6% -$50.3K 0.21% 121
2014
Q4 		$936K Sell
11,319
-139
-1% -$11.4K 0.24% 100
2014
Q3 		$965K Sell
11,458
-1,041
-8% -$86.6K 0.29% 84
2014
Q2 		$1.05M Buy
12,499
+959
+8% +$75.2K 0.31% 79
2014
Q1 		$805K Sell
11,540
-72
-0.6% -$4.79K 0.26% 95
2013
Q4 		$735K Buy
11,612
+935
+9% +$55.8K 0.25% 99
2013
Q3 		$603K Buy
10,677
+386
+4% +$21.2K 0.19% 111
2013
Q2 		$561K Buy
+10,291
New +$540K 0.2% 119

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

Essex Financial Services's MMP Position: Q3 2023 in Review

Essex Financial Services sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 8,326 shares — an estimated $519K sold.

Essex Financial Services first reported a position in MMP in Q2 2013 and held it in 32 quarters. The position peaked at $1.05M in Q2 2014. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Essex Financial Services reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Essex Financial Services sold 8,326 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $519K.
  • Essex Financial Services first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 32 quarters.
  • Essex Financial Services's Magellan Midstream Partners, L.P. position peaked at $1.05M in Q2 2014.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Essex Financial Services's 13F filing for Q3 2023, filed 15 Nov 2023.