Mercer Global Advisors
MMP

Mercer Global Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Mercer Global Advisors’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
-27,866
Closed -$1.74M – 2077
2023
Q2 		$1.74M Sell
27,866
-2,599
-9% -$152K 0.01% 773
2023
Q1 		$1.65M Buy
30,465
+2,870
+10% +$152K 0.01% 734
2022
Q4 		$1.39M Buy
27,595
+3,280
+13% +$166K 0.01% 790
2022
Q3 		$1.16M Sell
24,315
-4,080
-14% -$205K 0.01% 793
2022
Q2 		$1.36M Sell
28,395
-3,224
-10% -$161K 0.01% 727
2022
Q1 		$1.55M Buy
31,619
+12,435
+65% +$602K 0.01% 729
2021
Q4 		$891K Buy
19,184
+1,248
+7% +$59K 0.01% 939
2021
Q3 		$818K Sell
17,936
-116
-0.6% -$5.51K 0.01% 958
2021
Q2 		$883K Buy
18,052
+733
+4% +$35.5K 0.01% 895
2021
Q1 		$751K Sell
17,319
-3,138
-15% -$137K 0.01% 904
2020
Q4 		$868K Sell
20,457
-1,021
-5% -$40.7K 0.01% 651
2020
Q3 		$735K Buy
21,478
+76
+0.4% +$3.01K 0.01% 649
2020
Q2 		$924K Sell
21,402
-604
-3% -$25.5K 0.02% 498
2020
Q1 		$803K Buy
22,006
+9,876
+81% +$530K 0.02% 540
2019
Q4 		$763K Sell
12,130
-1,814
-13% -$113K 0.02% 596
2019
Q3 		$924K Buy
13,944
+2,575
+23% +$170K 0.02% 508
2019
Q2 		$728K Sell
11,369
-688
-6% -$42.7K 0.02% 559
2019
Q1 		$731K Buy
+12,057
New +$729K 0.03% 506

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
PR
Payden & Rygel Los Angeles, California $1.3B AUM 32.58% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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 $683M AUM 22.58% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Mercer Global Advisors's MMP Position: Q3 2023 in Review

Mercer Global Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 27,866 shares — an estimated $1.74M sold.

Mercer Global Advisors first reported a position in MMP in Q1 2019 and held it in 18 quarters. The position peaked at $1.74M in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Mercer Global Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 27,866 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.74M.
  • Mercer Global Advisors first reported a position in Magellan Midstream Partners, L.P. in Q1 2019 and held it in 18 quarters.
  • Mercer Global Advisors's Magellan Midstream Partners, L.P. position peaked at $1.74M in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Mercer Global Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.