MSCM
MMP

McElhenny Sheffield Capital Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

McElhenny Sheffield Capital Management’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
-13,853
Closed -$863K – 105
2023
Q2 		$863K Hold
13,853
– – 0.37% 24
2023
Q1 		$752K Hold
13,853
– – 0.4% 45
2022
Q4 		$696K Sell
13,853
-1,335
-9% -$67.7K 0.32% 47
2022
Q3 		$722K Hold
15,188
– – 0.55% 36
2022
Q2 		$725K Hold
15,188
– – 0.34% 43
2022
Q1 		$745K Hold
15,188
– – 0.26% 58
2021
Q4 		$705K Hold
15,188
– – 0.26% 57
2021
Q3 		$692K Buy
+15,188
New +$722K 0.31% 53

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 $5.54B AUM 27.43% 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

McElhenny Sheffield Capital Management's MMP Position: Q3 2023 in Review

McElhenny Sheffield Capital Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 13,853 shares — an estimated $863K sold.

McElhenny Sheffield Capital Management first reported a position in MMP in Q3 2021 and held it in 8 quarters. The position peaked at $863K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • McElhenny Sheffield Capital Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 13,853 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $863K.
  • McElhenny Sheffield Capital Management first reported a position in Magellan Midstream Partners, L.P. in Q3 2021 and held it in 8 quarters.
  • McElhenny Sheffield Capital Management's Magellan Midstream Partners, L.P. position peaked at $863K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q3 2023, filed 12 Oct 2023.