SIMG
MMP

Sonora Investment Management Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Sonora Investment Management Group’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
-8,306
Closed -$518K – 283
2023
Q2 		$518K Hold
8,306
– – 0.04% 158
2023
Q1 		$451K Hold
8,306
– – 0.04% 168
2022
Q4 		$417K Sell
8,306
-60
-0.7% -$3.04K 0.04% 172
2022
Q3 		$400K Hold
8,366
– – 0.05% 135
2022
Q2 		$400K Hold
8,366
– – 0.04% 168
2022
Q1 		$411K Hold
8,366
– – 0.05% 144
2021
Q4 		$389K Buy
+8,366
New +$395K 0.05% 151

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 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 $4.31B AUM 18.36% 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 $567M AUM 16.01% 1-Year Est. Return

Sonora Investment Management Group's MMP Position: Q3 2023 in Review

Sonora Investment Management Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 8,306 shares — an estimated $518K sold.

Sonora Investment Management Group first reported a position in MMP in Q4 2021 and held it in 7 quarters. The position peaked at $518K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Sonora Investment Management Group reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Sonora Investment Management Group sold 8,306 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $518K.
  • Sonora Investment Management Group first reported a position in Magellan Midstream Partners, L.P. in Q4 2021 and held it in 7 quarters.
  • Sonora Investment Management Group's Magellan Midstream Partners, L.P. position peaked at $518K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Sonora Investment Management Group's 13F filing for Q3 2023, filed 2 Nov 2023.