HWA
MMP

Heritage Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Heritage Wealth 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
-1,300
Closed -$81K – 576
2023
Q2 		$81K Hold
1,300
– – ﹤0.01% 274
2023
Q1 		$70.5K Hold
1,300
– – ﹤0.01% 286
2022
Q4 		$65.3K Buy
1,300
+450
+53% +$22.8K ﹤0.01% 290
2022
Q3 		$40.4K Sell
850
-450
-35% -$22.6K ﹤0.01% 316
2022
Q2 		$62K Hold
1,300
– – ﹤0.01% 308
2022
Q1 		$64K Hold
1,300
– – ﹤0.01% 289
2021
Q4 		$60K Hold
1,300
– – ﹤0.01% 314
2021
Q3 		$59.3K Hold
1,300
– – ﹤0.01% 306
2021
Q2 		$63.6K Hold
1,300
– – ﹤0.01% 302
2021
Q1 		$56.4K Hold
1,300
– – ﹤0.01% 321
2020
Q4 		$55K Hold
1,300
– – ﹤0.01% 313
2020
Q3 		$44.5K Buy
1,300
+850
+189% +$33.6K 0.01% 278
2020
Q2 		$19.4K Hold
450
– – ﹤0.01% 335
2020
Q1 		$16.4K Sell
450
-23,305
-98% -$1.25M ﹤0.01% 339
2019
Q4 		$1.49M Buy
23,755
+2,230
+10% +$139K 0.2% 48
2019
Q3 		$1.43M Buy
21,525
+257
+1% +$16.9K 0.21% 47
2019
Q2 		$1.36M Buy
21,268
+257
+1% +$16K 0.21% 47
2019
Q1 		$1.27M Sell
21,011
-11,172
-35% -$675K 0.21% 47
2018
Q4 		$1.84M Buy
32,183
+389
+1% +$24K 0.36% 37
2018
Q3 		$2.15M Buy
31,794
+6,161
+24% +$428K 0.42% 33
2018
Q2 		$1.77M Hold
25,633
– – 0.66% 31
2018
Q1 		$1.49M Buy
25,633
+436
+2% +$29.3K 0.62% 35
2017
Q4 		$1.79M Sell
25,197
-705
-3% -$48K 0.77% 25
2017
Q3 		$1.84M Buy
25,902
+17
+0.1% +$1.17K 0.93% 20
2017
Q2 		$1.85M Buy
25,885
+349
+1% +$25.6K 0.96% 20
2017
Q1 		$1.96M Buy
+25,536
New +$1.98M 1.06% 18
2015
Q3 		– Sell
-19,001
Closed -$1.39M – 82
2015
Q2 		$1.39M Buy
19,001
+368
+2% +$29.5K 1.16% 12
2015
Q1 		$1.43M Buy
18,633
+1,180
+7% +$94.3K 1.18% 12
2014
Q4 		$1.44M Buy
17,453
+694
+4% +$56.7K 1.29% 13
2014
Q3 		$1.41M Buy
16,759
+367
+2% +$30.5K 1.47% 12
2014
Q2 		$1.38M Sell
16,392
-6
-0% -$470 1.47% 12
2014
Q1 		$1.15M Sell
16,398
-1,360
-8% -$90.5K 1.33% 12
2013
Q4 		$1.12M Buy
+17,758
New +$1.06M 1.42% 12

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 $479M AUM 31.52% 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

Heritage Wealth Advisors's MMP Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 1,300 shares — an estimated $81K sold.

Heritage Wealth Advisors first reported a position in MMP in Q4 2013 and held it in 33 quarters. The position peaked at $2.15M in Q3 2018. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Heritage Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,300 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $81K.
  • Heritage Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2013 and held it in 33 quarters.
  • Heritage Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $2.15M in Q3 2018.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.