SIAP
MMP

Sterling Investment Advisors (Pennsylvania)’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-3,250
Closed -$203K – 149
2023
Q2 		$203K Buy
+3,250
New +$190K 0.07% 131
2022
Q3 		– Sell
-500
Closed -$24K – 564
2022
Q2 		$24K Hold
500
– – 0.01% 311
2022
Q1 		$25K Hold
500
– – 0.01% 338
2021
Q4 		$23K Hold
500
– – 0.01% 353
2021
Q3 		$23K Hold
500
– – 0.01% 345
2021
Q2 		$24K Hold
500
– – 0.01% 336
2021
Q1 		$22K Hold
500
– – 0.01% 329
2020
Q4 		$21K Hold
500
– – 0.01% 304
2020
Q3 		$17K Hold
500
– – 0.01% 314
2020
Q2 		$21K Hold
500
– – 0.01% 292
2020
Q1 		$18K Buy
+500
New +$26.8K 0.01% 277

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 $4.31B 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 $683M AUM 22.58% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s MMP Position: Q3 2023 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 3,250 shares — an estimated $203K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in MMP in Q1 2020 and held it in 11 quarters. The position peaked at $203K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 3,250 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $203K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Magellan Midstream Partners, L.P. in Q1 2020 and held it in 11 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Magellan Midstream Partners, L.P. position peaked at $203K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2023, filed 6 Nov 2023.