SIM
MMP

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

Sonora Investment 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
2021
Q3 		$403K Hold
8,848
– – 0.05% 147
2021
Q2 		$433K Buy
8,848
+500
+6% +$24.2K 0.06% 136
2021
Q1 		$362K Hold
8,348
– – 0.03% 236
2020
Q4 		$354K Hold
8,348
– – 0.03% 240
2020
Q3 		$286K Buy
8,348
+1,312
+19% +$51.9K 0.03% 240
2020
Q2 		$304K Buy
7,036
+482
+7% +$20.4K 0.03% 211
2020
Q1 		$239K Hold
6,554
– – 0.03% 218
2019
Q4 		$412K Hold
6,554
– – 0.04% 198
2019
Q3 		$434K Sell
6,554
-10
-0.2% -$658 0.05% 192
2019
Q2 		$420K Buy
6,564
+695
+12% +$43.1K 0.05% 191
2019
Q1 		$356K Buy
5,869
+65
+1% +$3.93K 0.04% 191
2018
Q4 		$331K Hold
5,804
– – 0.05% 188
2018
Q3 		$393K Hold
5,804
– – 0.05% 179
2018
Q2 		$401K Hold
5,804
– – 0.06% 167
2018
Q1 		$339K Hold
5,804
– – 0.05% 167
2017
Q4 		$412K Hold
5,804
– – 0.07% 162
2017
Q3 		$412K Buy
5,804
+100
+2% +$6.9K 0.07% 160
2017
Q2 		$407K Hold
5,704
– – 0.08% 153
2017
Q1 		$439K Hold
5,704
– – 0.09% 144
2016
Q4 		$431K Sell
5,704
-600
-10% -$42K 0.09% 143
2016
Q3 		$446K Hold
6,304
– – 0.09% 132
2016
Q2 		$479K Sell
6,304
-500
-7% -$35.5K 0.11% 118
2016
Q1 		$474K Hold
6,804
– – 0.11% 116
2015
Q4 		$462K Buy
6,804
+500
+8% +$32.4K 0.12% 108
2015
Q3 		$436K Buy
+6,304
New +$430K 0.13% 98

Other funds holding MMP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Sonora Investment Management's MMP Position: Q3 2021 in Review

Sonora Investment Management held its Magellan Midstream Partners, L.P. (MMP) position steady in Q3 2021 at 8,848 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #147.

Sonora Investment Management first reported a position in MMP in Q3 2015 and has held it in 25 quarters since. The position peaked at $479K in Q2 2016. 580 funds tracked by Wall St. Rank hold MMP as of Q3 2021.

  • Sonora Investment Management held 8,848 shares of Magellan Midstream Partners, L.P. worth $403K as of Q3 2021.
  • Sonora Investment Management left its Magellan Midstream Partners, L.P. share count unchanged in Q3 2021.
  • Magellan Midstream Partners, L.P. made up 0.05% of Sonora Investment Management's portfolio in Q3 2021, its #147 holding.
  • Sonora Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q3 2015 and has held it in 25 quarters since.
  • Sonora Investment Management's Magellan Midstream Partners, L.P. position peaked at $479K in Q2 2016.
  • 580 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.