SIA
MMP

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

Sovereign Investment 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
-143,703
Closed -$8.96M – 44
2023
Q2 		$8.96M Hold
143,703
– – 3.38% 7
2023
Q1 		$7.8M Hold
143,703
– – 3.09% 9
2022
Q4 		$7.22M Hold
143,703
– – 3.03% 11
2022
Q3 		$6.83M Hold
143,703
– – 3.06% 11
2022
Q2 		$6.86M Hold
143,703
– – 2.97% 11
2022
Q1 		$7.05M Hold
143,703
– – 2.78% 11
2021
Q4 		$6.67M Hold
143,703
– – 2.6% 12
2021
Q3 		$6.55M Hold
143,703
– – 2.61% 12
2021
Q2 		$7.03M Hold
143,703
– – 2.65% 12
2021
Q1 		$6.23M Hold
143,703
– – 2.47% 12
2020
Q4 		$6.1M Hold
143,703
– – 2.47% 11
2020
Q3 		$4.92M Buy
+143,703
New +$5.69M 1.92% 15

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Sovereign Investment Advisors's MMP Position: Q3 2023 in Review

Sovereign Investment Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 143,703 shares — an estimated $8.96M sold.

Sovereign Investment Advisors first reported a position in MMP in Q3 2020 and held it in 12 quarters. The position peaked at $8.96M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Sovereign Investment Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Sovereign Investment Advisors sold 143,703 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $8.96M.
  • Sovereign Investment Advisors first reported a position in Magellan Midstream Partners, L.P. in Q3 2020 and held it in 12 quarters.
  • Sovereign Investment Advisors's Magellan Midstream Partners, L.P. position peaked at $8.96M in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Sovereign Investment Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.