FWIA
MMP

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

Fort Washington 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
-23,150
Closed -$1.44M – 394
2023
Q2 		$1.44M Sell
23,150
-11,700
-34% -$683K 0.01% 248
2023
Q1 		$1.89M Buy
34,850
+10,500
+43% +$556K 0.01% 239
2022
Q4 		$1.22M Buy
24,350
+800
+3% +$40.6K 0.01% 264
2022
Q3 		$1.12M Sell
23,550
-4,000
-15% -$201K 0.01% 273
2022
Q2 		$1.32M Sell
27,550
-13,048
-32% -$651K 0.01% 262
2022
Q1 		$1.99M Sell
40,598
-6,500
-14% -$315K 0.01% 259
2021
Q4 		$2.19M Buy
47,098
+3,000
+7% +$142K 0.01% 261
2021
Q3 		$2.01M Buy
44,098
+6,200
+16% +$295K 0.01% 262
2021
Q2 		$1.85M Buy
37,898
+12,091
+47% +$586K 0.02% 272
2021
Q1 		$1.12M Sell
25,807
-34,600
-57% -$1.51M 0.01% 303
2020
Q4 		$2.56M Sell
60,407
-2,500
-4% -$99.7K 0.03% 254
2020
Q3 		$2.15M Buy
62,907
+10,009
+19% +$396K 0.02% 261
2020
Q2 		$2.28M Buy
52,898
+20,277
+62% +$857K 0.03% 255
2020
Q1 		$1.19M Buy
32,621
+4,923
+18% +$264K 0.02% 262
2019
Q4 		$1.74M Buy
27,698
+4,200
+18% +$262K 0.02% 271
2019
Q3 		$1.56M Sell
23,498
-47,710
-67% -$3.14M 0.02% 287
2019
Q2 		$4.56M Buy
71,208
+48,610
+215% +$3.02M 0.05% 217
2019
Q1 		$1.37M Sell
22,598
-98,760
-81% -$5.97M 0.02% 296
2018
Q4 		$6.92M Buy
121,358
+98,677
+435% +$6.1M 0.08% 177
2018
Q3 		$1.54M Sell
22,681
-400
-2% -$27.8K 0.02% 322
2018
Q2 		$1.59M Sell
23,081
-312,281
-93% -$21M 0.02% 314
2018
Q1 		$19.6M Buy
335,362
+249,682
+291% +$16.8M 0.2% 101
2017
Q4 		$6.08M Sell
85,680
-90,401
-51% -$6.16M 0.06% 243
2017
Q3 		$12.5M Sell
176,081
-27,700
-14% -$1.91M 0.19% 81
2017
Q2 		$14.5M Sell
203,781
-1,800
-0.9% -$132K 0.23% 72
2017
Q1 		$15.8M Buy
205,581
+30,300
+17% +$2.35M 0.25% 68
2016
Q4 		$13.3M Sell
175,281
-28,120
-14% -$1.97M 0.22% 71
2016
Q3 		$14.4M Sell
203,401
-7,800
-4% -$556K 0.26% 69
2016
Q2 		$16.1M Sell
211,201
-48,700
-19% -$3.45M 0.3% 66
2016
Q1 		$17.9M Sell
259,901
-5,800
-2% -$379K 0.35% 62
2015
Q4 		$18M Buy
265,701
+4,501
+2% +$292K 0.36% 60
2015
Q3 		$15.7M Buy
261,200
+3,100
+1% +$212K 0.33% 64
2015
Q2 		$18.9M Sell
258,100
-11,000
-4% -$883K 0.35% 62
2015
Q1 		$20.6M Sell
269,100
-6,000
-2% -$479K 0.41% 63
2014
Q4 		$22.7M Hold
275,100
– – 0.46% 55
2014
Q3 		$23.2M Sell
275,100
-115,938
-30% -$9.64M 0.48% 56
2014
Q2 		$32.9M Hold
391,038
– – 0.64% 46
2014
Q1 		$27.3M Buy
391,038
+22,000
+6% +$1.46M 0.59% 48
2013
Q4 		$23.3M Buy
369,038
+5,000
+1% +$299K 0.53% 55
2013
Q3 		$20.5M Buy
364,038
+34,500
+10% +$1.9M 0.49% 59
2013
Q2 		$18M Buy
+329,538
New +$17.3M 0.41% 57

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 $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 $4.31B 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

Fort Washington Investment Advisors's MMP Position: Q3 2023 in Review

Fort Washington Investment Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 23,150 shares — an estimated $1.44M sold.

Fort Washington Investment Advisors first reported a position in MMP in Q2 2013 and held it in 41 quarters. The position peaked at $32.9M in Q2 2014. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Fort Washington Investment Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 23,150 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.44M.
  • Fort Washington Investment Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 41 quarters.
  • Fort Washington Investment Advisors's Magellan Midstream Partners, L.P. position peaked at $32.9M in Q2 2014.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.