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MMP

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

NewEdge 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
-63,066
Closed -$3.93M – 3697
2023
Q2 		$3.93M Sell
63,066
-3,836
-6% -$224K 0.04% 381
2023
Q1 		$3.64M Sell
66,902
-3,116
-4% -$165K 0.05% 369
2022
Q4 		$1.31M Buy
70,018
+3,277
+5% +$166K 0.04% 438
2022
Q3 		$3.17M Buy
66,741
+8,573
+15% +$430K 0.05% 323
2022
Q2 		$2.78M Buy
58,168
+15,436
+36% +$770K 0.05% 358
2022
Q1 		$2.1M Buy
42,732
+7,053
+20% +$341K 0.03% 409
2021
Q4 		$1.66M Buy
35,679
+11,530
+48% +$545K 0.03% 516
2021
Q3 		$1.1M Buy
24,149
+11,711
+94% +$557K 0.03% 495
2021
Q2 		$608K Buy
12,438
+2,373
+24% +$115K 0.02% 681
2021
Q1 		$436K Buy
10,065
+2,480
+33% +$108K 0.01% 697
2020
Q4 		$322K Buy
7,585
+153
+2% +$6.1K 0.01% 737
2020
Q3 		$254K Buy
7,432
+595
+9% +$23.6K 0.01% 764
2020
Q2 		$295K Sell
6,837
-1,601
-19% -$67.6K 0.01% 679
2020
Q1 		$308K Sell
8,438
-1,971
-19% -$106K 0.01% 592
2019
Q4 		$654K Sell
10,409
-1,787
-15% -$111K 0.03% 451
2019
Q3 		$803K Buy
12,196
+4,962
+69% +$327K 0.04% 380
2019
Q2 		$463K Sell
7,234
-1,459
-17% -$90.6K 0.03% 417
2019
Q1 		$527K Buy
8,693
+111
+1% +$6.71K 0.03% 388
2018
Q4 		$490K Sell
8,582
-1,602
-16% -$99K 0.03% 374
2018
Q3 		$690K Sell
10,184
-1,016
-9% -$70.5K 0.05% 288
2018
Q2 		$763K Sell
11,200
-1,560
-12% -$105K 0.07% 245
2018
Q1 		$735K Sell
12,760
-13,429
-51% -$902K 0.08% 222
2017
Q4 		$1.9M Sell
26,189
-2,046
-7% -$139K 0.26% 88
2017
Q3 		$1.99M Buy
28,235
+2,212
+9% +$153K 0.31% 79
2017
Q2 		$1.81M Buy
26,023
+1,558
+6% +$114K 0.31% 79
2017
Q1 		$1.87M Buy
24,465
+5,567
+29% +$432K 0.43% 61
2016
Q4 		$1.4M Buy
18,898
+1,680
+10% +$118K 0.39% 64
2016
Q3 		$1.22M Buy
17,218
+3,779
+28% +$270K 0.38% 65
2016
Q2 		$1.02M Buy
+13,439
New +$953K 0.42% 58

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

NewEdge Advisors's MMP Position: Q3 2023 in Review

NewEdge Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 63,066 shares — an estimated $3.93M sold.

NewEdge Advisors first reported a position in MMP in Q2 2016 and held it in 29 quarters. The position peaked at $3.93M in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • NewEdge Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • NewEdge Advisors sold 63,066 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $3.93M.
  • NewEdge Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2016 and held it in 29 quarters.
  • NewEdge Advisors's Magellan Midstream Partners, L.P. position peaked at $3.93M in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

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