SFP
MMP

Sterling Financial Planning’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-619
Closed -$28K – 421
2021
Q3 		$28K Buy
+619
New +$29.4K 0.02% 234

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Sterling Financial Planning's MMP Position: Q4 2021 in Review

Sterling Financial Planning sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2021, closing a stake of 619 shares — an estimated $28K sold.

Sterling Financial Planning first reported a position in MMP in Q3 2021 and held it in 1 quarter. The position peaked at $28K in Q3 2021. 609 funds tracked by Wall St. Rank hold MMP as of Q4 2021.

  • Sterling Financial Planning reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 619 Magellan Midstream Partners, L.P. shares in Q4 2021, an estimated $28K.
  • Sterling Financial Planning first reported a position in Magellan Midstream Partners, L.P. in Q3 2021 and held it in 1 quarter.
  • Sterling Financial Planning's Magellan Midstream Partners, L.P. position peaked at $28K in Q3 2021.
  • 609 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.