PMFA
MMP

Plante Moran Financial Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Plante Moran Financial 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
2021
Q3 		– Sell
-45
Closed -$2K – 1039
2021
Q2 		$2K Hold
45
– – ﹤0.01% 895
2021
Q1 		$2K Hold
45
– – ﹤0.01% 939
2020
Q4 		$2K Hold
45
– – ﹤0.01% 801
2020
Q3 		$2K Hold
45
– – ﹤0.01% 795
2020
Q2 		$2K Buy
+45
New +$1.9K ﹤0.01% 685
2018
Q4 		– Sell
-1,874
Closed -$127K – 985
2018
Q3 		$127K Hold
1,874
– – 0.04% 192
2018
Q2 		$129K Hold
1,874
– – 0.07% 204
2018
Q1 		$109K Hold
1,874
– – 0.06% 220
2017
Q4 		$133K Hold
1,874
– – 0.07% 185
2017
Q3 		$133K Hold
1,874
– – 0.08% 163
2017
Q2 		$134K Sell
1,874
-243
-11% -$17.8K 0.08% 166
2017
Q1 		$163K Hold
2,117
– – 0.1% 147
2016
Q4 		$160K Sell
2,117
-250
-11% -$17.5K 0.1% 148
2016
Q3 		$167K Buy
2,367
+2,190
+1,237% +$156K 0.11% 139
2016
Q2 		$13K Sell
177
-90
-34% -$6.38K 0.01% 491
2016
Q1 		$18K Sell
267
-1,460
-85% -$95.5K 0.01% 398
2015
Q4 		$117K Buy
1,727
+1,175
+213% +$76.2K 0.09% 164
2015
Q3 		$33K Sell
552
-372
-40% -$25.4K 0.03% 322
2015
Q2 		$68K Sell
924
-6,806
-88% -$546K 0.05% 250
2015
Q1 		$593K Buy
7,730
+6,530
+544% +$522K 0.41% 55
2014
Q4 		$99K Hold
1,200
– – 0.07% 186
2014
Q3 		$101K Sell
1,200
-600
-33% -$49.9K 0.09% 167
2014
Q2 		$151K Hold
1,800
– – 0.14% 108
2014
Q1 		$126K Buy
1,800
+200
+13% +$13.3K 0.14% 98
2013
Q4 		$101K Hold
1,600
– – 0.06% 154
2013
Q3 		$90K Hold
1,600
– – 0.06% 127
2013
Q2 		$87K Buy
+1,600
New +$84K 0.06% 113

Other funds holding MMP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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 $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Plante Moran Financial Advisors's MMP Position: Q3 2021 in Review

Plante Moran Financial Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2021, closing a stake of 45 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in MMP in Q2 2013 and held it in 27 quarters. The position peaked at $593K in Q1 2015. 580 funds tracked by Wall St. Rank hold MMP as of Q3 2021.

  • Plante Moran Financial Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 45 Magellan Midstream Partners, L.P. shares in Q3 2021, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 27 quarters.
  • Plante Moran Financial Advisors's Magellan Midstream Partners, L.P. position peaked at $593K in Q1 2015.
  • 580 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.