LWAC
MMP

Laurel Wealth Advisors (California)’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Laurel Wealth Advisors (California)’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 		$376K Buy
7,482
+710
+10% +$36K 0.04% 431
2022
Q3 		$322K Buy
6,772
+100
+1% +$5.02K 0.03% 467
2022
Q2 		$319K Hold
6,672
– – 0.03% 475
2022
Q1 		$327K Hold
6,672
– – 0.03% 557
2021
Q4 		$310K Hold
6,672
– – 0.02% 608
2021
Q3 		$304K Hold
6,672
– – 0.06% 333
2021
Q2 		$326K Hold
6,672
– – 0.04% 381
2021
Q1 		$289K Sell
6,672
-2,151
-24% -$94.1K 0.04% 366
2020
Q4 		$374K Sell
8,823
-1,105
-11% -$44.1K 0.05% 299
2020
Q3 		$340K Sell
9,928
-976
-9% -$38.6K 0.06% 281
2020
Q2 		$471K Sell
10,904
-7,810
-42% -$330K 0.09% 226
2020
Q1 		$683K Sell
18,714
-2,204
-11% -$118K 0.16% 154
2019
Q4 		$1.31M Buy
20,918
+284
+1% +$17.7K 0.22% 128
2019
Q3 		$1.37M Buy
20,634
+965
+5% +$63.5K 0.23% 112
2019
Q2 		$1.26M Buy
19,669
+43
+0.2% +$2.67K 0.28% 101
2019
Q1 		$1.19M Sell
19,626
-945
-5% -$57.1K 0.29% 95
2018
Q4 		$1.17M Buy
20,571
+14
+0.1% +$865 0.35% 82
2018
Q3 		$1.39M Buy
20,557
+182
+0.9% +$12.6K 0.34% 78
2018
Q2 		$1.41M Sell
20,375
-243
-1% -$16.3K 0.38% 76
2018
Q1 		$1.2M Sell
20,618
-279
-1% -$18.7K 0.37% 75
2017
Q4 		$1.48M Sell
20,897
-1,528
-7% -$104K 0.43% 65
2017
Q3 		$1.59M Buy
22,425
+11
+0% +$759 0.53% 51
2017
Q2 		$1.6M Sell
22,414
-1,733
-7% -$127K 0.57% 46
2017
Q1 		$1.86M Sell
24,147
-426
-2% -$33K 0.72% 30
2016
Q4 		$1.86M Sell
24,573
-225
-0.9% -$15.8K 0.82% 24
2016
Q3 		$1.75M Sell
24,798
-282
-1% -$20.1K 0.83% 23
2016
Q2 		$1.91M Buy
25,080
+854
+4% +$60.6K 0.92% 24
2016
Q1 		$1.67M Sell
24,226
-1,080
-4% -$70.6K 0.84% 27
2015
Q4 		$1.72M Buy
+25,306
New +$1.64M 0.89% 24

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MMP Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Magellan Midstream Partners, L.P. (MMP) stake by 10% in Q4 2022, buying an estimated $36K and bringing the position to 7,482 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #431.

Laurel Wealth Advisors (California) first reported a position in MMP in Q4 2015 and has held it in 29 quarters since. The position peaked at $1.91M in Q2 2016. 629 funds tracked by Wall St. Rank hold MMP as of Q4 2022.

  • Laurel Wealth Advisors (California) held 7,482 shares of Magellan Midstream Partners, L.P. worth $376K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 710 Magellan Midstream Partners, L.P. shares in Q4 2022, an estimated $36K.
  • Magellan Midstream Partners, L.P. made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #431 holding.
  • Laurel Wealth Advisors (California) first reported a position in Magellan Midstream Partners, L.P. in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Magellan Midstream Partners, L.P. position peaked at $1.91M in Q2 2016.
  • 629 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.