HIA
MMP

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

Harbor Investment 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
Q3 		– Sell
-11,260
Closed -$702K – 1375
2023
Q2 		$702K Hold
11,260
– – 0.1% 173
2023
Q1 		$611K Hold
11,260
– – 0.09% 177
2022
Q4 		$565K Hold
11,260
– – 0.09% 189
2022
Q3 		$535K Hold
11,260
– – 0.09% 188
2022
Q2 		$538K Hold
11,260
– – 0.09% 188
2022
Q1 		$553K Hold
11,260
– – 0.07% 210
2021
Q4 		$523K Sell
11,260
-500
-4% -$23.6K 0.07% 218
2021
Q3 		$536K Hold
11,760
– – 0.07% 214
2021
Q2 		$575K Buy
11,760
+500
+4% +$24.2K 0.08% 209
2021
Q1 		$488K Hold
11,260
– – 0.07% 210
2020
Q4 		$478K Hold
11,260
– – 0.08% 195
2020
Q3 		$385K Hold
11,260
– – 0.07% 190
2020
Q2 		$486K Sell
11,260
-80
-0.7% -$3.38K 0.1% 156
2020
Q1 		$414K Hold
11,340
– – 0.11% 147
2019
Q4 		$713K Buy
+11,340
New +$706K 0.16% 123

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

Harbor Investment Advisory's MMP Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 11,260 shares — an estimated $702K sold.

Harbor Investment Advisory first reported a position in MMP in Q4 2019 and held it in 15 quarters. The position peaked at $713K in Q4 2019. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Harbor Investment Advisory reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 11,260 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $702K.
  • Harbor Investment Advisory first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 15 quarters.
  • Harbor Investment Advisory's Magellan Midstream Partners, L.P. position peaked at $713K in Q4 2019.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.