Sigma Planning Corp’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Sigma Planning Corp’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	-5,851	Closed	-$365K	–	1318
2023 Q2	$365K	Sell	5,851 -2,823	-33%	-$165K	0.01%	861
2023 Q1	$471K	Buy	8,674 +152	+2%	+$8.05K	0.02%	822
2022 Q4	$428K	Sell	8,522 -482	-5%	-$24.5K	0.02%	826
2022 Q3	$428K	Sell	9,004 -735	-8%	-$36.9K	0.02%	798
2022 Q2	$465K	Sell	9,739 -1,804	-16%	-$90K	0.02%	785
2022 Q1	$566K	Buy	11,543 +1,488	+15%	+$72K	0.02%	797
2021 Q4	$467K	Buy	10,055 +934	+10%	+$44.1K	0.01%	885
2021 Q3	$416K	Buy	9,121 +555	+6%	+$26.4K	0.01%	901
2021 Q2	$419K	Buy	8,566 +336	+4%	+$16.3K	0.01%	912
2021 Q1	$357K	Sell	8,230 -284	-3%	-$12.4K	0.01%	903
2020 Q4	$361K	Sell	8,514 -20	-0.2%	-$798	0.01%	807
2020 Q3	$292K	Sell	8,534 -6,257	-42%	-$248K	0.01%	803
2020 Q2	$639K	Sell	14,791 -1,748	-11%	-$73.8K	0.03%	506
2020 Q1	$604K	Sell	16,539 -1,872	-10%	-$101K	0.04%	435
2019 Q4	$1.16M	Buy	18,411 +6,163	+50%	+$384K	0.05%	367
2019 Q3	$812K	Sell	12,248 -45	-0.4%	-$2.96K	0.04%	430
2019 Q2	$787K	Buy	12,293 +92	+0.8%	+$5.71K	0.04%	408
2019 Q1	$740K	Buy	12,201 +36	+0.3%	+$2.17K	0.04%	390
2018 Q4	$694K	Buy	12,165 +360	+3%	+$22.2K	0.05%	341
2018 Q3	$799K	Buy	11,805 +17	+0.1%	+$1.18K	0.05%	346
2018 Q2	$814K	Sell	11,788 -5,582	-32%	-$375K	0.05%	329
2018 Q1	$1.01M	Buy	17,370 +88	+0.5%	+$5.91K	0.07%	263
2017 Q4	$1.23M	Sell	17,282 -610	-3%	-$41.6K	0.09%	226
2017 Q3	$1.27M	Sell	17,892 -1,266	-7%	-$87.4K	0.1%	215
2017 Q2	$1.36M	Buy	19,158 +37	+0.2%	+$2.72K	0.13%	185
2017 Q1	$1.47M	Buy	19,121 +49	+0.3%	+$3.8K	0.14%	174
2016 Q4	$1.44M	Buy	19,072 +3,449	+22%	+$242K	0.16%	156
2016 Q3	$1.1M	Buy	15,623 +524	+3%	+$37.4K	0.13%	181
2016 Q2	$1.15M	Buy	15,099 +1,047	+7%	+$74.3K	0.15%	163
2016 Q1	$967K	Sell	14,052 -2,752	-16%	-$180K	0.13%	184
2015 Q4	$1.14M	Sell	16,804 -3,413	-17%	-$221K	0.16%	155
2015 Q3	$1.22M	Buy	20,217 +6,397	+46%	+$437K	0.19%	124
2015 Q2	$1.01M	Sell	13,820 -9,603	-41%	-$771K	0.14%	181
2015 Q1	$1.8M	Sell	23,423 -60,352	-72%	-$4.82M	0.24%	101
2014 Q4	$6.92M	Buy	+83,775	New	+$6.84M	0.92%	10

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

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

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 $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

Sigma Planning Corp's MMP Position: Q3 2023 in Review

Sigma Planning Corp sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,851 shares — an estimated $365K sold.

Sigma Planning Corp first reported a position in MMP in Q4 2014 and held it in 35 quarters. The position peaked at $6.92M in Q4 2014. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Sigma Planning Corp reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Sigma Planning Corp sold 5,851 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $365K.
Sigma Planning Corp first reported a position in Magellan Midstream Partners, L.P. in Q4 2014 and held it in 35 quarters.
Sigma Planning Corp's Magellan Midstream Partners, L.P. position peaked at $6.92M in Q4 2014.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.