PA
MMP

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

PSI 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
-14,813
Closed -$923K – 900
2023
Q2 		$923K Sell
14,813
-315
-2% -$18.4K 0.41% 49
2023
Q1 		$821K Buy
15,128
+105
+0.7% +$5.56K 0.4% 50
2022
Q4 		$754K Sell
15,023
-1,045
-7% -$53K 0.4% 48
2022
Q3 		$763K Buy
16,068
+96
+0.6% +$4.82K 0.4% 49
2022
Q2 		$763K Buy
15,972
+170
+1% +$8.48K 0.38% 58
2022
Q1 		$775K Sell
15,802
-90
-0.6% -$4.36K 0.32% 67
2021
Q4 		$738K Hold
15,892
– – 0.3% 70
2021
Q3 		$725K Buy
15,892
+166
+1% +$7.89K 0.33% 63
2021
Q2 		$769K Sell
15,726
-436
-3% -$21.1K 0.41% 56
2021
Q1 		$700K Buy
16,162
+1,300
+9% +$56.8K 0.41% 56
2020
Q4 		$630K Sell
14,862
-166
-1% -$6.62K 0.43% 54
2020
Q3 		$513K Buy
15,028
+466
+3% +$18.4K 0.39% 57
2020
Q2 		$628K Buy
14,562
+189
+1% +$7.98K 0.51% 47
2020
Q1 		$524K Buy
14,373
+4,705
+49% +$253K 0.48% 45
2019
Q4 		$607K Buy
+9,668
New +$602K 0.39% 50

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $567M AUM 16.01% 1-Year Est. Return

PSI Advisors's MMP Position: Q3 2023 in Review

PSI Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 14,813 shares — an estimated $923K sold.

PSI Advisors first reported a position in MMP in Q4 2019 and held it in 15 quarters. The position peaked at $923K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • PSI Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • PSI Advisors sold 14,813 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $923K.
  • PSI Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 15 quarters.
  • PSI Advisors's Magellan Midstream Partners, L.P. position peaked at $923K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on PSI Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.