SMA
MMP

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

Sage Mountain 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
-8,262
Closed -$515K – 392
2023
Q2 		$515K Hold
8,262
– – 0.07% 108
2023
Q1 		$448K Hold
8,262
– – 0.07% 112
2022
Q4 		$415K Buy
8,262
+1,400
+20% +$71K 0.09% 82
2022
Q3 		$326K Hold
6,862
– – 0.09% 105
2022
Q2 		$328K Hold
6,862
– – 0.06% 316
2022
Q1 		$337K Sell
6,862
-3,736
-35% -$181K 0.05% 357
2021
Q4 		$492K Hold
10,598
– – 0.06% 309
2021
Q3 		$483K Hold
10,598
– – 0.07% 264
2021
Q2 		$518K Hold
10,598
– – 0.09% 223
2021
Q1 		$460K Hold
10,598
– – 0.1% 174
2020
Q4 		$450K Buy
+10,598
New +$423K 0.15% 101

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 32.58% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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 $683M AUM 22.58% 1-Year Est. Return

Sage Mountain Advisors's MMP Position: Q3 2023 in Review

Sage Mountain Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 8,262 shares — an estimated $515K sold.

Sage Mountain Advisors first reported a position in MMP in Q4 2020 and held it in 11 quarters. The position peaked at $518K in Q2 2021. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Sage Mountain Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Sage Mountain Advisors sold 8,262 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $515K.
  • Sage Mountain Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2020 and held it in 11 quarters.
  • Sage Mountain Advisors's Magellan Midstream Partners, L.P. position peaked at $518K in Q2 2021.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Sage Mountain Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.