MGIA
MMP

Moneta Group Investment Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Moneta Group Investment 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
-48,157
Closed -$3M – 567
2023
Q2 		$3M Sell
48,157
-80
-0.2% -$4.67K 0.07% 141
2023
Q1 		$2.62M Buy
48,237
+2,976
+7% +$158K 0.06% 141
2022
Q4 		$2.42M Sell
45,261
-5,149
-10% -$261K 0.07% 135
2022
Q3 		$2.4M Sell
50,410
-930
-2% -$46.7K 0.09% 124
2022
Q2 		$2.45M Buy
51,340
+2,390
+5% +$119K 0.08% 129
2022
Q1 		$2.4M Sell
48,950
-598
-1% -$28.9K 0.09% 124
2021
Q4 		$2.3M Sell
49,548
-2,251
-4% -$106K 0.09% 127
2021
Q3 		$2.36M Sell
51,799
-72
-0.1% -$3.42K 0.11% 118
2021
Q2 		$2.54M Buy
51,871
+3
+0% +$145 0.12% 122
2021
Q1 		$2.25M Buy
51,868
+1,986
+4% +$86.8K 0.12% 118
2020
Q4 		$2.12M Buy
49,882
+7,455
+18% +$297K 0.15% 95
2020
Q3 		$1.45M Buy
42,427
+35,709
+532% +$1.41M 0.13% 102
2020
Q2 		$290K Buy
6,718
+552
+9% +$23.3K 0.03% 212
2020
Q1 		$225K Sell
6,166
-5,064
-45% -$272K 0.02% 215
2019
Q4 		$706K Buy
11,230
+3
+0% +$187 0.06% 148
2019
Q3 		$744K Buy
11,227
+5,649
+101% +$372K 0.07% 139
2019
Q2 		$357K Buy
5,578
+119
+2% +$7.39K 0.04% 179
2019
Q1 		$331K Sell
5,459
-359
-6% -$21.7K 0.03% 168
2018
Q4 		$332K Buy
+5,818
New +$359K 0.04% 165
2018
Q3 		– Sell
-3,655
Closed -$252K – 391
2018
Q2 		$252K Buy
+3,655
New +$246K 0.03% 225
2015
Q4 		– Sell
-615
Closed -$37K – 447
2015
Q3 		$37K Buy
+615
New +$42K 0.01% 260

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 $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 $4.31B 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 $683M AUM 22.58% 1-Year Est. Return

Moneta Group Investment Advisors's MMP Position: Q3 2023 in Review

Moneta Group Investment Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 48,157 shares — an estimated $3M sold.

Moneta Group Investment Advisors first reported a position in MMP in Q3 2015 and held it in 21 quarters. The position peaked at $3M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Moneta Group Investment Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 48,157 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $3M.
  • Moneta Group Investment Advisors first reported a position in Magellan Midstream Partners, L.P. in Q3 2015 and held it in 21 quarters.
  • Moneta Group Investment Advisors's Magellan Midstream Partners, L.P. position peaked at $3M in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.