GA
MMP

GoalVest Advisory’s Magellan Midstream Partners, L.P. MMP Stock Holding History

GoalVest Advisory’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
Q2 		– Sell
-1,155
Closed -$67.4K – 419
2023
Q1 		$62.7K Buy
+1,155
New +$61.2K 0.04% 104

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GoalVest Advisory's MMP Position: Q2 2023 in Review

GoalVest Advisory sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2023, closing a stake of 1,155 shares — an estimated $67.4K sold.

GoalVest Advisory first reported a position in MMP in Q1 2023 and held it in 1 quarter. The position peaked at $62.7K in Q1 2023. 612 funds tracked by Wall St. Rank hold MMP as of Q2 2023.

  • GoalVest Advisory reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2023 after selling out during the quarter.
  • GoalVest Advisory sold 1,155 Magellan Midstream Partners, L.P. shares in Q2 2023, an estimated $67.4K.
  • GoalVest Advisory first reported a position in Magellan Midstream Partners, L.P. in Q1 2023 and held it in 1 quarter.
  • GoalVest Advisory's Magellan Midstream Partners, L.P. position peaked at $62.7K in Q1 2023.
  • 612 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2023.

Based on GoalVest Advisory's 13F filing for Q2 2023, filed 10 Jul 2023.