PFGIA
MMP

Patriot Financial Group Insurance Agency’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-167
Closed -$8K – 2065
2022
Q2 		$8K Hold
167
– – ﹤0.01% 1356
2022
Q1 		$8K Hold
167
– – ﹤0.01% 1470
2021
Q4 		$8K Hold
167
– – ﹤0.01% 1584
2021
Q3 		$8K Hold
167
– – ﹤0.01% 1579
2021
Q2 		$8K Hold
167
– – ﹤0.01% 1535
2021
Q1 		$7K Sell
167
-2,500
-94% -$109K ﹤0.01% 1486
2020
Q4 		$113K Sell
2,667
-675
-20% -$26.9K 0.03% 469
2020
Q3 		$114K Sell
3,342
-825
-20% -$32.7K 0.04% 367
2020
Q2 		$180K Sell
4,167
-5,416
-57% -$229K 0.07% 251
2020
Q1 		$350K Sell
9,583
-114
-1% -$6.12K 0.16% 141
2019
Q4 		$610K Buy
9,697
+2,618
+37% +$163K 0.23% 89
2019
Q3 		$469K Sell
7,079
-178
-2% -$11.7K 0.21% 94
2019
Q2 		$465K Buy
7,257
+137
+2% +$8.51K 0.2% 88
2019
Q1 		$432K Buy
7,120
+95
+1% +$5.74K 0.22% 78
2018
Q4 		$401K Buy
7,025
+184
+3% +$11.4K 0.26% 62
2018
Q3 		$463K Buy
6,841
+3,195
+88% +$222K 0.28% 57
2018
Q2 		$252K Sell
3,646
-3,485
-49% -$234K 0.27% 62
2018
Q1 		$411K Sell
7,131
-1,502
-17% -$101K 0.3% 70
2017
Q4 		$624K Sell
8,633
-358
-4% -$24.4K 0.47% 43
2017
Q3 		$634K Buy
8,991
+1,910
+27% +$132K 0.57% 29
2017
Q2 		$492K Buy
7,081
+350
+5% +$25.7K 0.51% 36
2017
Q1 		$516K Sell
6,731
-131
-2% -$10.2K 0.54% 33
2016
Q4 		$512K Buy
+6,862
New +$481K 0.7% 24

Other funds holding MMP

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MMP Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2022, closing a stake of 167 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in MMP in Q4 2016 and held it in 23 quarters. The position peaked at $634K in Q3 2017. 591 funds tracked by Wall St. Rank hold MMP as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 167 Magellan Midstream Partners, L.P. shares in Q3 2022, an estimated $8K.
  • Patriot Financial Group Insurance Agency first reported a position in Magellan Midstream Partners, L.P. in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's Magellan Midstream Partners, L.P. position peaked at $634K in Q3 2017.
  • 591 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.