OIA
MMP

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

OneDigital 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
-3,894
Closed -$243K – 1045
2023
Q2 		$243K Sell
3,894
-353
-8% -$20.6K 0.01% 893
2023
Q1 		$230K Sell
4,247
-1,041
-20% -$55.2K 0.01% 863
2022
Q4 		$266K Buy
5,288
+29
+0.6% +$1.47K 0.01% 704
2022
Q3 		$250K Sell
5,259
-2,391
-31% -$120K 0.01% 651
2022
Q2 		$365K Buy
7,650
+413
+6% +$20.6K 0.02% 508
2022
Q1 		$355K Buy
7,237
+2,664
+58% +$129K 0.01% 549
2021
Q4 		$212K Buy
+4,573
New +$216K 0.01% 709
2020
Q3 		– Sell
-8,356
Closed -$361K – 730
2020
Q2 		$361K Buy
8,356
+13
+0.2% +$549 0.03% 392
2020
Q1 		$304K Sell
8,343
-2,285
-21% -$123K 0.03% 375
2019
Q4 		$668K Sell
10,628
-1,410
-12% -$87.8K 0.05% 246
2019
Q3 		$798K Sell
12,038
-122
-1% -$8.03K 0.07% 201
2019
Q2 		$778K Buy
+12,160
New +$755K 0.06% 184

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

OneDigital Investment Advisors's MMP Position: Q3 2023 in Review

OneDigital Investment Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 3,894 shares — an estimated $243K sold.

OneDigital Investment Advisors first reported a position in MMP in Q2 2019 and held it in 12 quarters. The position peaked at $798K in Q3 2019. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • OneDigital Investment Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 3,894 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $243K.
  • OneDigital Investment Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2019 and held it in 12 quarters.
  • OneDigital Investment Advisors's Magellan Midstream Partners, L.P. position peaked at $798K in Q3 2019.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

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