IC
MMP

IEQ Capital’s Magellan Midstream Partners, L.P. MMP Stock Holding History

IEQ Capital’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
-4,190
Closed -$261K – 975
2023
Q2 		$261K Sell
4,190
-2,874
-41% -$168K 0.01% 732
2023
Q1 		$383K Buy
7,064
+2,874
+69% +$152K 0.01% 652
2022
Q4 		$210K Buy
+4,190
New +$213K 0.01% 725
2022
Q3 		– Sell
-4,190
Closed -$200K – 892
2022
Q2 		$200K Hold
4,190
– – 0.01% 736
2022
Q1 		$206K Sell
4,190
-4,293
-51% -$208K ﹤0.01% 762
2021
Q4 		$394K Sell
8,483
-5,958
-41% -$282K 0.01% 519
2021
Q3 		$659K Buy
14,441
+2,117
+17% +$101K 0.02% 366
2021
Q2 		$603K Buy
12,324
+6,050
+96% +$293K 0.02% 316
2021
Q1 		$272K Buy
+6,274
New +$274K 0.01% 387
2020
Q2 		– Sell
-11,717
Closed -$427K – 406
2020
Q1 		$427K Sell
11,717
-14,111
-55% -$758K 0.03% 227
2019
Q4 		$1.62M Buy
+25,828
New +$1.61M 0.14% 108

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

IEQ Capital's MMP Position: Q3 2023 in Review

IEQ Capital sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,190 shares — an estimated $261K sold.

IEQ Capital first reported a position in MMP in Q4 2019 and held it in 11 quarters. The position peaked at $1.62M in Q4 2019. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • IEQ Capital reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • IEQ Capital sold 4,190 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $261K.
  • IEQ Capital first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 11 quarters.
  • IEQ Capital's Magellan Midstream Partners, L.P. position peaked at $1.62M in Q4 2019.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on IEQ Capital's 13F filing for Q3 2023, filed 6 Nov 2023.