HWMA
MMP

Heritage Wealth Management (Arizona)’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		– Sell
-91
Closed -$4K – 1109
2022
Q3 		$4K Hold
91
– – ﹤0.01% 803
2022
Q2 		$4.35K Buy
+91
New +$4.54K ﹤0.01% 789

Other funds holding MMP

CSA
Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MMP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2022, closing a stake of 91 shares — an estimated $4K sold.

Heritage Wealth Management (Arizona) first reported a position in MMP in Q2 2022 and held it in 2 quarters. The position peaked at $4.35K in Q2 2022. 629 funds tracked by Wall St. Rank hold MMP as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 91 Magellan Midstream Partners, L.P. shares in Q4 2022, an estimated $4K.
  • Heritage Wealth Management (Arizona) first reported a position in Magellan Midstream Partners, L.P. in Q2 2022 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Magellan Midstream Partners, L.P. position peaked at $4.35K in Q2 2022.
  • 629 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.