EWM
MMP

Evercore Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Evercore Wealth Management’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
-5,530
Closed -$345K – 434
2023
Q2 		$345K Hold
5,530
– – 0.01% 314
2023
Q1 		$300K Hold
5,530
– – 0.01% 325
2022
Q4 		$278K Sell
5,530
-100
-2% -$5.07K 0.01% 332
2022
Q3 		$267K Hold
5,630
– – 0.01% 328
2022
Q2 		$269K Hold
5,630
– – 0.01% 332
2022
Q1 		$276K Buy
5,630
+674
+14% +$32.6K ﹤0.01% 369
2021
Q4 		$230K Hold
4,956
– – ﹤0.01% 395
2021
Q3 		$226K Hold
4,956
– – ﹤0.01% 396
2021
Q2 		$242K Sell
4,956
-787
-14% -$38.1K ﹤0.01% 399
2021
Q1 		$249K Hold
5,743
– – ﹤0.01% 396
2020
Q4 		$244K Sell
5,743
-163
-3% -$6.5K 0.01% 391
2020
Q3 		$202K Sell
5,906
-1,705
-22% -$67.5K ﹤0.01% 367
2020
Q2 		$329K Sell
7,611
-500
-6% -$21.1K 0.01% 300
2020
Q1 		$296K Sell
8,111
-3,285
-29% -$176K 0.01% 299
2019
Q4 		$717K Sell
11,396
-3,368
-23% -$210K 0.02% 242
2019
Q3 		$979K Sell
14,764
-153
-1% -$10.1K 0.03% 205
2019
Q2 		$954K Sell
14,917
-455
-3% -$28.2K 0.03% 209
2019
Q1 		$932K Hold
15,372
– – 0.03% 204
2018
Q4 		$878K Buy
15,372
+422
+3% +$26.1K 0.03% 191
2018
Q3 		$1.01M Sell
14,950
-500
-3% -$34.7K 0.03% 196
2018
Q2 		$1.07M Buy
15,450
+4,661
+43% +$313K 0.04% 187
2018
Q1 		$630K Sell
10,789
-1,555
-13% -$104K 0.02% 220
2017
Q4 		$876K Sell
12,344
-63
-0.5% -$4.29K 0.03% 199
2017
Q3 		$882K Sell
12,407
-520
-4% -$35.9K 0.03% 187
2017
Q2 		$921K Buy
12,927
+1,505
+13% +$111K 0.04% 191
2017
Q1 		$878K Sell
11,422
-1,776
-13% -$138K 0.03% 195
2016
Q4 		$998K Hold
13,198
– – 0.04% 180
2016
Q3 		$934K Buy
13,198
+500
+4% +$35.7K 0.04% 182
2016
Q2 		$965K Buy
12,698
+589
+5% +$41.8K 0.04% 174
2016
Q1 		$833K Sell
12,109
-839
-6% -$54.9K 0.04% 191
2015
Q4 		$879K Buy
12,948
+633
+5% +$41K 0.04% 193
2015
Q3 		$739K Sell
12,315
-330
-3% -$22.5K 0.04% 212
2015
Q2 		$929K Buy
12,645
+4,060
+47% +$326K 0.04% 204
2015
Q1 		$659K Buy
8,585
+920
+12% +$73.5K 0.03% 241
2014
Q4 		$634K Buy
7,665
+595
+8% +$48.6K 0.03% 213
2014
Q3 		$595K Sell
7,070
-663
-9% -$55.1K 0.03% 240
2014
Q2 		$650K Sell
7,733
-28
-0.4% -$2.19K 0.03% 235
2014
Q1 		$542K Buy
7,761
+1,148
+17% +$76.4K 0.03% 252
2013
Q4 		$418K Buy
6,613
+1,000
+18% +$59.7K 0.02% 283
2013
Q3 		$318K Buy
5,613
+913
+19% +$50.2K 0.02% 340
2013
Q2 		$256K Buy
+4,700
New +$247K 0.01% 371

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

Evercore Wealth Management's MMP Position: Q3 2023 in Review

Evercore Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,530 shares — an estimated $345K sold.

Evercore Wealth Management first reported a position in MMP in Q2 2013 and held it in 41 quarters. The position peaked at $1.07M in Q2 2018. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Evercore Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Evercore Wealth Management sold 5,530 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $345K.
  • Evercore Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 41 quarters.
  • Evercore Wealth Management's Magellan Midstream Partners, L.P. position peaked at $1.07M in Q2 2018.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Evercore Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.