SA
MMP

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

SL 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
-22,675
Closed -$1.41M – 51
2023
Q2 		$1.41M Buy
22,675
+849
+4% +$49.6K 3.18% 11
2023
Q1 		$1.18M Hold
21,826
– – 2.54% 12
2022
Q4 		$1.1M Hold
21,826
– – 2.43% 12
2022
Q3 		$1.04M Buy
21,826
+124
+0.6% +$6.22K 2.57% 12
2022
Q2 		$1.04M Buy
21,702
+44
+0.2% +$2.2K 2.48% 12
2022
Q1 		$1.06M Hold
21,658
– – 2.17% 13
2021
Q4 		$1.01M Sell
21,658
-687
-3% -$32.5K 2.47% 12
2021
Q3 		$1.02M Buy
22,345
+249
+1% +$11.8K 2.57% 13
2021
Q2 		$1.08M Buy
22,096
+2,900
+15% +$141K 2.75% 12
2021
Q1 		$832K Hold
19,196
– – 2.51% 12
2020
Q4 		$815K Sell
19,196
-1,824
-9% -$72.8K 2.64% 13
2020
Q3 		$719K Hold
21,020
– – 2.62% 14
2020
Q2 		$907K Sell
21,020
-1,380
-6% -$58.3K 3.44% 10
2020
Q1 		$817K Sell
22,400
-887
-4% -$47.6K 3.55% 9
2019
Q4 		$1.46M Sell
23,287
-4,645
-17% -$289K 3.62% 9
2019
Q3 		$1.85M Sell
27,932
-1,065
-4% -$70.1K 3.57% 9
2019
Q2 		$1.86M Sell
28,997
-2,595
-8% -$161K 3.21% 10
2019
Q1 		$1.91M Buy
31,592
+3,830
+14% +$231K 2.96% 11
2018
Q4 		$1.58M Sell
27,762
-241
-0.9% -$14.9K 3.26% 9
2018
Q3 		$1.9M Buy
28,003
+3,726
+15% +$259K 3.49% 10
2018
Q2 		$1.68M Buy
24,277
+359
+2% +$24.1K 3.75% 8
2018
Q1 		$1.4M Sell
23,918
-1,318
-5% -$88.5K 2.78% 11
2017
Q4 		$1.79M Sell
25,236
-651
-3% -$44.4K 3.05% 9
2017
Q3 		$1.84M Hold
25,887
– – 0.84% 22
2017
Q2 		$1.84M Buy
25,887
+20,054
+344% +$1.47M 0.96% 22
2017
Q1 		$449K Sell
5,833
-23,970
-80% -$1.86M 0.25% 50
2016
Q4 		$2.25M Buy
29,803
+2,584
+9% +$181K 1.51% 18
2016
Q3 		$1.93M Buy
27,219
+494
+2% +$35.2K 1.55% 19
2016
Q2 		$2.03M Buy
+26,725
New +$1.9M 1.89% 17

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

SL Advisors's MMP Position: Q3 2023 in Review

SL Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 22,675 shares — an estimated $1.41M sold.

SL Advisors first reported a position in MMP in Q2 2016 and held it in 29 quarters. The position peaked at $2.25M in Q4 2016. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • SL Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • SL Advisors sold 22,675 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.41M.
  • SL Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2016 and held it in 29 quarters.
  • SL Advisors's Magellan Midstream Partners, L.P. position peaked at $2.25M in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on SL Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.