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

Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 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. 10 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.
10 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.