SSWM
MMP

Sheets Smith Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Sheets Smith Wealth Management’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
-30,700
Closed -$1.91M – 502
2023
Q2 		$1.91M Sell
30,700
-100
-0.3% -$5.84K 0.28% 89
2023
Q1 		$1.67M Hold
30,800
– – 0.26% 90
2022
Q4 		$1.55M Buy
30,800
+125
+0.4% +$6.34K 0.24% 97
2022
Q3 		$1.46M Buy
30,675
+6,200
+25% +$311K 0.24% 96
2022
Q2 		$1.17M Sell
24,475
-5,700
-19% -$284K 0.19% 111
2022
Q1 		$1.48M Sell
30,175
-1,840
-6% -$89K 0.2% 108
2021
Q4 		$1.49M Hold
32,015
– – 0.18% 120
2021
Q3 		$1.46M Sell
32,015
-80
-0.2% -$3.8K 0.2% 119
2021
Q2 		$1.57M Buy
32,095
+40
+0.1% +$1.94K 0.21% 113
2021
Q1 		$1.39M Sell
32,055
-190
-0.6% -$8.31K 0.2% 116
2020
Q4 		$1.37M Hold
32,245
– – 0.21% 114
2020
Q3 		$1.1M Hold
32,245
– – 0.19% 110
2020
Q2 		$1.39M Hold
32,245
– – 0.28% 86
2020
Q1 		$1.18M Hold
32,245
– – 0.25% 99
2019
Q4 		$2.03M Sell
32,245
-435
-1% -$27.1K 0.39% 67
2019
Q3 		$2.17M Sell
32,680
-6,600
-17% -$435K 0.45% 56
2019
Q2 		$2.51M Hold
39,280
– – 0.52% 54
2019
Q1 		$2.38M Sell
39,280
-320
-0.8% -$19.3K 0.52% 53
2018
Q4 		$2.26M Buy
39,600
+1,650
+4% +$102K 0.61% 49
2018
Q3 		$2.57M Sell
37,950
-500
-1% -$34.7K 0.53% 51
2018
Q2 		$2.66M Sell
38,450
-1,100
-3% -$73.9K 0.62% 45
2018
Q1 		$2.31M Sell
39,550
-200
-0.5% -$13.4K 0.55% 46
2017
Q4 		$2.82M Sell
39,750
-2,225
-5% -$152K 0.66% 39
2017
Q3 		$2.98M Buy
41,975
+1,200
+3% +$82.8K 0.75% 32
2017
Q2 		$2.91M Hold
40,775
– – 0.77% 31
2017
Q1 		$3.14M Sell
40,775
-3,250
-7% -$252K 0.83% 25
2016
Q4 		$3.33M Buy
44,025
+1,000
+2% +$70K 0.93% 25
2016
Q3 		$3.04M Buy
43,025
+1,125
+3% +$80.2K 0.86% 26
2016
Q2 		$3.18M Buy
41,900
+1,050
+3% +$74.5K 0.93% 22
2016
Q1 		$2.81M Sell
40,850
-1,100
-3% -$71.9K 0.86% 26
2015
Q4 		$2.85M Sell
41,950
-175
-0.4% -$11.3K 0.86% 27
2015
Q3 		$2.53M Buy
42,125
+750
+2% +$51.2K 0.86% 34
2015
Q2 		$3.04M Sell
41,375
-3,900
-9% -$313K 0.83% 28
2015
Q1 		$3.47M Hold
45,275
– – 0.96% 24
2014
Q4 		$3.74M Hold
45,275
– – 0.98% 25
2014
Q3 		$3.81M Hold
45,275
– – 1.04% 24
2014
Q2 		$3.81M Hold
45,275
– – 1.02% 23
2014
Q1 		$3.16M Hold
45,275
– – 0.88% 28
2013
Q4 		$2.87M Hold
45,275
– – 0.79% 35
2013
Q3 		$2.56M Hold
45,275
– – 0.83% 34
2013
Q2 		$2.47M Buy
+45,275
New +$2.38M 0.84% 36

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

Sheets Smith Wealth Management's MMP Position: Q3 2023 in Review

Sheets Smith Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 30,700 shares — an estimated $1.91M sold.

Sheets Smith Wealth Management first reported a position in MMP in Q2 2013 and held it in 41 quarters. The position peaked at $3.81M in Q3 2014. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Sheets Smith Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 30,700 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.91M.
  • Sheets Smith Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 41 quarters.
  • Sheets Smith Wealth Management's Magellan Midstream Partners, L.P. position peaked at $3.81M in Q3 2014.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.