NFG
MMP

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

Next Financial 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
2021
Q4 		$30K Hold
650
– – ﹤0.01% 1725
2021
Q3 		$30K Hold
650
– – ﹤0.01% 1650
2021
Q2 		$32K Buy
650
+100
+18% +$4.85K ﹤0.01% 1581
2021
Q1 		$24K Hold
550
– – ﹤0.01% 1577
2020
Q4 		$23K Sell
550
-200
-27% -$7.98K ﹤0.01% 1498
2020
Q3 		$26K Buy
+750
New +$29.7K ﹤0.01% 1324
2020
Q2 		– Sell
-950
Closed -$35K – 2012
2020
Q1 		$35K Sell
950
-255
-21% -$13.7K ﹤0.01% 1101
2019
Q4 		$76K Sell
1,205
-200
-14% -$12.5K 0.01% 1050
2019
Q3 		$93K Sell
1,405
-50
-3% -$3.29K 0.01% 927
2019
Q2 		$93K Buy
1,455
+855
+143% +$53.1K 0.01% 941
2019
Q1 		$36K Sell
600
-2,280
-79% -$138K 0.01% 818
2018
Q4 		$164K Sell
2,880
-20
-0.7% -$1.24K 0.03% 438
2018
Q3 		$196K Buy
+2,900
New +$201K 0.09% 210
2017
Q4 		– Sell
-1,866
Closed -$130K – 1513
2017
Q3 		$130K Buy
1,866
+59
+3% +$4.07K 0.04% 422
2017
Q2 		$129K Buy
1,807
+126
+7% +$9.26K 0.03% 471
2017
Q1 		$125K Sell
1,681
-1,267
-43% -$98.3K 0.03% 428
2016
Q4 		$223K Hold
2,948
– – 0.04% 447
2016
Q3 		$209K Sell
2,948
-583
-17% -$41.6K 0.04% 459
2016
Q2 		$268K Hold
3,531
– – 0.09% 234
2016
Q1 		$242K Sell
3,531
-50
-1% -$3.27K 0.09% 240
2015
Q4 		$243K Sell
3,581
-68
-2% -$4.41K 0.09% 233
2015
Q3 		$219K Sell
3,649
-591
-14% -$40.4K 0.08% 263
2015
Q2 		$311K Buy
4,240
+790
+23% +$63.4K 0.11% 205
2015
Q1 		$264K Sell
3,450
-1,316
-28% -$105K 0.08% 255
2014
Q4 		$394K Sell
4,766
-8,072
-63% -$660K 0.13% 176
2014
Q3 		$1.08M Buy
+12,838
New +$1.07M 0.22% 108

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Next Financial Group's MMP Position: Q4 2021 in Review

Next Financial Group held its Magellan Midstream Partners, L.P. (MMP) position steady in Q4 2021 at 650 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

Next Financial Group first reported a position in MMP in Q3 2014 and has held it in 26 quarters since. The position peaked at $1.08M in Q3 2014. 609 funds tracked by Wall St. Rank hold MMP as of Q4 2021.

  • Next Financial Group held 650 shares of Magellan Midstream Partners, L.P. worth $30K as of Q4 2021.
  • Next Financial Group left its Magellan Midstream Partners, L.P. share count unchanged in Q4 2021.
  • Magellan Midstream Partners, L.P. made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1725 holding.
  • Next Financial Group first reported a position in Magellan Midstream Partners, L.P. in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's Magellan Midstream Partners, L.P. position peaked at $1.08M in Q3 2014.
  • 609 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.