PWA
MMP

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

PCG Wealth 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
2022
Q4 		– Sell
-6,000
Closed -$286K – 155
2022
Q3 		$286K Buy
+6,000
New +$301K 0.1% 105

Other funds holding MMP

CSA
Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

PCG Wealth Advisors's MMP Position: Q4 2022 in Review

PCG Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2022, closing a stake of 6,000 shares — an estimated $286K sold.

PCG Wealth Advisors first reported a position in MMP in Q3 2022 and held it in 1 quarter. The position peaked at $286K in Q3 2022. 629 funds tracked by Wall St. Rank hold MMP as of Q4 2022.

  • PCG Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
  • PCG Wealth Advisors sold 6,000 Magellan Midstream Partners, L.P. shares in Q4 2022, an estimated $286K.
  • PCG Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q3 2022 and held it in 1 quarter.
  • PCG Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $286K in Q3 2022.
  • 629 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2022.

Based on PCG Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.