SFA
MMP

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

Sequoia 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
2023
Q3 		– Sell
-20,758
Closed -$1.29M – 1022
2023
Q2 		$1.29M Buy
+20,758
New +$1.21M 0.02% 305
2022
Q4 		– Sell
-4,486
Closed -$213K – 817
2022
Q3 		$213K Sell
4,486
-582
-11% -$29.2K 0.01% 478
2022
Q2 		$242K Buy
5,068
+824
+19% +$41.1K 0.01% 498
2022
Q1 		$208K Buy
+4,244
New +$205K 0.01% 611
2021
Q3 		– Sell
-5,500
Closed -$269K – 478
2021
Q2 		$269K Buy
5,500
+390
+8% +$18.9K 0.01% 400
2021
Q1 		$222K Buy
+5,110
New +$223K 0.01% 399
2020
Q2 		– Sell
-5,817
Closed -$212K – 410
2020
Q1 		$212K Sell
5,817
-522
-8% -$28K 0.02% 324
2019
Q4 		$399K Hold
6,339
– – 0.03% 252
2019
Q3 		$420K Sell
6,339
-364
-5% -$24K 0.03% 216
2019
Q2 		$429K Sell
6,703
-508
-7% -$31.5K 0.03% 220
2019
Q1 		$437K Buy
7,211
+872
+14% +$52.7K 0.04% 206
2018
Q4 		$362K Sell
6,339
-340
-5% -$21K 0.04% 179
2018
Q3 		$452K Hold
6,679
– – 0.04% 169
2018
Q2 		$461K Hold
6,679
– – 0.05% 166
2018
Q1 		$390K Sell
6,679
-320
-5% -$21.5K 0.04% 189
2017
Q4 		$497K Sell
6,999
-188
-3% -$12.8K 0.05% 166
2017
Q3 		$511K Buy
+7,187
New +$496K 0.06% 148
2017
Q1 		– Sell
-3,658
Closed -$277K – 304
2016
Q4 		$277K Sell
3,658
-173
-5% -$12.1K 0.04% 207
2016
Q3 		$271K Sell
3,831
-12,430
-76% -$887K 0.05% 182
2016
Q2 		$1.24M Buy
16,261
+12,670
+353% +$899K 0.35% 62
2016
Q1 		$247K Sell
3,591
-252
-7% -$16.5K 0.08% 160
2015
Q4 		$261K Sell
3,843
-625
-14% -$40.5K 0.11% 140
2015
Q3 		$269K Sell
4,468
-300
-6% -$20.5K 0.12% 131
2015
Q2 		$350K Buy
4,768
+86
+2% +$6.9K 0.15% 124
2015
Q1 		$359K Sell
4,682
-199
-4% -$15.9K 0.16% 113
2014
Q4 		$403K Sell
4,881
-5,016
-51% -$410K 0.28% 78
2014
Q3 		$833K Buy
+9,897
New +$823K 0.58% 43
2014
Q2 		– Sell
-13,321
Closed -$929K – 172
2014
Q1 		$929K Buy
13,321
+3
+0% +$200 0.77% 23
2013
Q4 		$843K Buy
+13,318
New +$795K 0.7% 29

Other funds holding MMP

BFS
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
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
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Sequoia Financial Advisors's MMP Position: Q3 2023 in Review

Sequoia Financial Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 20,758 shares — an estimated $1.29M sold.

Sequoia Financial Advisors first reported a position in MMP in Q4 2013 and held it in 29 quarters. The position peaked at $1.29M in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Sequoia Financial Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 20,758 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.29M.
  • Sequoia Financial Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2013 and held it in 29 quarters.
  • Sequoia Financial Advisors's Magellan Midstream Partners, L.P. position peaked at $1.29M in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Sequoia Financial Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.