Mather Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Mather Group’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 Q1	–	Sell	-4,850	Closed	-$244K	–	524
2022 Q4	$244K	Buy	+4,850	New	+$246K	﹤0.01%	429
2016 Q1	–	Sell	-3,051	Closed	-$207K	–	36
2015 Q4	$207K	Buy	+3,051	New	+$198K	0.05%	33
2015 Q3	–	Sell	-3,025	Closed	-$232K	–	30
2015 Q2	$232K	Hold	3,025	–	–	0.06%	25
2015 Q1	$232K	Buy	3,025 +26	+0.9%	+$2.08K	0.06%	25
2014 Q4	$248K	Buy	2,999 +24	+0.8%	+$1.96K	0.07%	25
2014 Q3	$250K	Buy	2,975 +22	+0.7%	+$1.83K	0.08%	20
2014 Q2	$248K	Buy	2,953 +23	+0.8%	+$1.8K	0.08%	20
2014 Q1	$204K	Buy	+2,930	New	+$195K	0.07%	23

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mather Group's MMP Position: Q1 2023 in Review

Mather Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2023, closing a stake of 4,850 shares — an estimated $244K sold.

Mather Group first reported a position in MMP in Q1 2014 and held it in 8 quarters. The position peaked at $250K in Q3 2014. 619 funds tracked by Wall St. Rank hold MMP as of Q1 2023.

Mather Group reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2023 after selling out during the quarter.
Mather Group sold 4,850 Magellan Midstream Partners, L.P. shares in Q1 2023, an estimated $244K.
Mather Group first reported a position in Magellan Midstream Partners, L.P. in Q1 2014 and held it in 8 quarters.
Mather Group's Magellan Midstream Partners, L.P. position peaked at $250K in Q3 2014.
619 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2023.

Based on Mather Group's 13F filing for Q1 2023, filed 9 May 2023.