SOAMC
MMP

Spirit of America Management Corp’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Spirit of America Management 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
-212,515
Closed -$13.2M – 242
2023
Q2 		$13.2M Sell
212,515
-1,100
-0.5% -$64.2K 2.98% 8
2023
Q1 		$11.6M Sell
213,615
-1,500
-0.7% -$79.5K 2.59% 9
2022
Q4 		$10.8M Sell
215,115
-500
-0.2% -$25.4K 2.42% 10
2022
Q3 		$10.2M Sell
215,615
-12,225
-5% -$614K 2.43% 8
2022
Q2 		$10.9M Sell
227,840
-1,500
-0.7% -$74.8K 2.47% 8
2022
Q1 		$11.3M Sell
229,340
-9,700
-4% -$469K 2.2% 11
2021
Q4 		$11.1M Sell
239,040
-500
-0.2% -$23.6K 2.23% 8
2021
Q3 		$10.9M Hold
239,540
– – 2.35% 6
2021
Q2 		$11.7M Sell
239,540
-2,500
-1% -$121K 2.5% 7
2021
Q1 		$10.5M Sell
242,040
-2,500
-1% -$109K 2.48% 8
2020
Q4 		$10.4M Sell
244,540
-6,000
-2% -$239K 2.6% 7
2020
Q3 		$8.57M Sell
250,540
-12,900
-5% -$511K 2.33% 9
2020
Q2 		$11.4M Sell
263,440
-4,000
-1% -$169K 2.92% 4
2020
Q1 		$9.76M Sell
267,440
-2,500
-0.9% -$134K 3.14% 5
2019
Q4 		$17M Sell
269,940
-13,435
-5% -$837K 2.96% 6
2019
Q3 		$18.8M Sell
283,375
-2,200
-0.8% -$145K 3.04% 5
2019
Q2 		$18.3M Hold
285,575
– – 2.75% 6
2019
Q1 		$17.3M Sell
285,575
-32,515
-10% -$1.96M 2.53% 8
2018
Q4 		$18.2M Sell
318,090
-26,800
-8% -$1.66M 2.86% 4
2018
Q3 		$23.4M Hold
344,890
– – 2.9% 4
2018
Q2 		$23.8M Hold
344,890
– – 2.94% 4
2018
Q1 		$20.1M Sell
344,890
-2,500
-0.7% -$168K 2.65% 5
2017
Q4 		$24.6M Sell
347,390
-5,800
-2% -$395K 2.73% 4
2017
Q3 		$25.1M Buy
353,190
+33,300
+10% +$2.3M 2.66% 5
2017
Q2 		$22.8M Hold
319,890
– – 2.46% 4
2017
Q1 		$24.6M Buy
319,890
+46,210
+17% +$3.58M 2.61% 4
2016
Q4 		$20.7M Buy
273,680
+28,000
+11% +$1.96M 2.41% 5
2016
Q3 		$17.4M Buy
245,680
+19,500
+9% +$1.39M 2.27% 6
2016
Q2 		$17.2M Hold
226,180
– – 2.52% 5
2016
Q1 		$15.6M Buy
226,180
+42,560
+23% +$2.78M 2.76% 2
2015
Q4 		$12.5M Buy
183,620
+8,431
+5% +$546K 2.39% 5
2015
Q3 		$10.5M Buy
175,189
+10,000
+6% +$683K 2.19% 7
2015
Q2 		$12.1M Buy
165,189
+62,600
+61% +$5.02M 2.34% 6
2015
Q1 		$7.87M Buy
102,589
+28,000
+38% +$2.24M 1.66% 10
2014
Q4 		$6.17M Buy
74,589
+37,483
+101% +$3.06M 1.57% 10
2014
Q3 		$3.12M Buy
+37,106
New +$3.09M 0.95% 23

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 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

Spirit of America Management Corp's MMP Position: Q3 2023 in Review

Spirit of America Management Corp sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 212,515 shares — an estimated $13.2M sold.

Spirit of America Management Corp first reported a position in MMP in Q3 2014 and held it in 36 quarters. The position peaked at $25.1M in Q3 2017. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Spirit of America Management Corp reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Spirit of America Management Corp sold 212,515 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $13.2M.
  • Spirit of America Management Corp first reported a position in Magellan Midstream Partners, L.P. in Q3 2014 and held it in 36 quarters.
  • Spirit of America Management Corp's Magellan Midstream Partners, L.P. position peaked at $25.1M in Q3 2017.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Spirit of America Management Corp's 13F filing for Q3 2023, filed 19 Oct 2023.