PFC
MMP

Phocas Financial Corp’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Phocas Financial Corp’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
Q1 		– Sell
-700
Closed -$35.1K – 333
2022
Q4 		$35.1K Buy
+700
New +$35.5K 0.01% 257
2019
Q3 		– Sell
-2,210
Closed -$141K – 284
2019
Q2 		$141K Buy
+2,210
New +$137K 0.02% 203
2019
Q1 		– Sell
-2,460
Closed -$140K – 297
2018
Q4 		$140K Sell
2,460
-760
-24% -$46.9K 0.02% 208
2018
Q3 		$218K Buy
+3,220
New +$223K 0.02% 211
2018
Q2 		– Sell
-3,700
Closed -$249K – 208
2018
Q1 		$216K Hold
3,700
– – 0.02% 209
2017
Q4 		$262K Hold
3,700
– – 0.02% 197
2017
Q3 		$0 Hold
3,700
– – ﹤0.01% 207
2017
Q2 		$264K Hold
3,700
– – 0.02% 181
2017
Q1 		$285K Hold
3,700
– – 0.03% 214
2016
Q4 		$280K Sell
3,700
-250
-6% -$17.5K 0.02% 215
2016
Q3 		$279K Hold
3,950
– – 0.02% 235
2016
Q2 		$300K Buy
3,950
+30
+0.8% +$2.13K 0.02% 229
2016
Q1 		$270K Sell
3,920
-2,095
-35% -$137K 0.02% 231
2015
Q4 		$409K Buy
+6,015
New +$390K 0.03% 209
2015
Q3 		– Sell
-7,875
Closed -$578K – 253
2015
Q2 		$578K Sell
7,875
-250
-3% -$20.1K 0.05% 206
2015
Q1 		$623K Sell
8,125
-660
-8% -$52.7K 0.05% 202
2014
Q4 		$726K Buy
8,785
+950
+12% +$77.6K 0.06% 198
2014
Q3 		$660K Sell
7,835
-680
-8% -$56.5K 0.06% 197
2014
Q2 		$716K Hold
8,515
– – 0.06% 185
2014
Q1 		$594K Sell
8,515
-420
-5% -$27.9K 0.06% 182
2013
Q4 		$565K Sell
8,935
-440
-5% -$26.3K 0.05% 186
2013
Q3 		$529K Buy
9,375
+70
+0.8% +$3.85K 0.05% 185
2013
Q2 		$507K Buy
+9,305
New +$488K 0.05% 195

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phocas Financial Corp's MMP Position: Q1 2023 in Review

Phocas Financial Corp sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2023, closing a stake of 700 shares — an estimated $35.1K sold.

Phocas Financial Corp first reported a position in MMP in Q2 2013 and held it in 23 quarters. The position peaked at $726K in Q4 2014. 618 funds tracked by Wall St. Rank hold MMP as of Q1 2023.

  • Phocas Financial Corp reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2023 after selling out during the quarter.
  • Phocas Financial Corp sold 700 Magellan Midstream Partners, L.P. shares in Q1 2023, an estimated $35.1K.
  • Phocas Financial Corp first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 23 quarters.
  • Phocas Financial Corp's Magellan Midstream Partners, L.P. position peaked at $726K in Q4 2014.
  • 618 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.