SAG
MMP

Spotlight Asset Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Spotlight Asset 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
-94
Closed -$5.86K – 253
2023
Q2 		$5.86K Buy
+94
New +$5.49K 0.01% 217
2020
Q3 		– Sell
-4,926
Closed -$213K – 174
2020
Q2 		$213K Buy
+4,926
New +$208K 0.09% 124
2020
Q1 		– Sell
-5,276
Closed -$207K – 130
2019
Q4 		$207K Buy
+5,276
New +$329K 0.1% 112

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

Spotlight Asset Group's MMP Position: Q3 2023 in Review

Spotlight Asset Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 94 shares — an estimated $5.86K sold.

Spotlight Asset Group first reported a position in MMP in Q4 2019 and held it in 3 quarters. The position peaked at $213K in Q2 2020. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Spotlight Asset Group reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Spotlight Asset Group sold 94 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $5.86K.
  • Spotlight Asset Group first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 3 quarters.
  • Spotlight Asset Group's Magellan Midstream Partners, L.P. position peaked at $213K in Q2 2020.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Spotlight Asset Group's 13F filing for Q3 2023, filed 15 Nov 2023.