SIA
MMP

Schear Investment Advisers’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Schear Investment Advisers’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
Q2 		– Sell
-9,252
Closed -$502K – 88
2023
Q1 		$502K Buy
9,252
+960
+12% +$50.9K 0.6% 57
2022
Q4 		$416K Buy
+8,292
New +$421K 0.51% 67

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schear Investment Advisers's MMP Position: Q2 2023 in Review

Schear Investment Advisers sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2023, closing a stake of 9,252 shares — an estimated $502K sold.

Schear Investment Advisers first reported a position in MMP in Q4 2022 and held it in 2 quarters. The position peaked at $502K in Q1 2023. 612 funds tracked by Wall St. Rank hold MMP as of Q2 2023.

  • Schear Investment Advisers reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2023 after selling out during the quarter.
  • Schear Investment Advisers sold 9,252 Magellan Midstream Partners, L.P. shares in Q2 2023, an estimated $502K.
  • Schear Investment Advisers first reported a position in Magellan Midstream Partners, L.P. in Q4 2022 and held it in 2 quarters.
  • Schear Investment Advisers's Magellan Midstream Partners, L.P. position peaked at $502K in Q1 2023.
  • 612 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2023.

Based on Schear Investment Advisers's 13F filing for Q2 2023, filed 17 Jul 2023.