Steward Partners Investment Advisory’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Steward Partners Investment Advisory’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	-29,508	Closed	-$1.84M	–	3468
2023 Q2	$1.84M	Sell	29,508 -484	-2%	-$28.3K	0.03%	504
2023 Q1	$1.63M	Buy	29,992 +3,974	+15%	+$211K	0.03%	526
2022 Q4	$1.31M	Buy	26,018 +1,561	+6%	+$79.2K	0.02%	578
2022 Q3	$1.16M	Buy	24,457 +3,980	+19%	+$200K	0.02%	573
2022 Q2	$978K	Buy	20,477 +4,172	+26%	+$208K	0.02%	639
2022 Q1	$800K	Buy	16,305 +6	+0%	+$290	0.01%	754
2021 Q4	$757K	Buy	16,299 +5	+0%	+$236	0.01%	793
2021 Q3	$743K	Buy	16,294 +484	+3%	+$23K	0.01%	769
2021 Q2	$773K	Sell	15,810 -21,589	-58%	-$1.05M	0.01%	774
2021 Q1	$1.62M	Buy	37,399 +15,974	+75%	+$699K	0.03%	495
2020 Q4	$909K	Sell	21,425 -1,026	-5%	-$40.9K	0.02%	591
2020 Q3	$768K	Sell	22,451 -135	-0.6%	-$5.34K	0.02%	554
2020 Q2	$975K	Buy	22,586 +6,307	+39%	+$266K	0.03%	457
2020 Q1	$594K	Buy	16,279 +2,144	+15%	+$115K	0.02%	522
2019 Q4	$888K	Buy	14,135 +1,295	+10%	+$80.7K	0.03%	483
2019 Q3	$850K	Buy	12,840 +390	+3%	+$25.7K	0.03%	452
2019 Q2	$796K	Buy	12,450 +1,134	+10%	+$70.4K	0.03%	436
2019 Q1	$686K	Sell	11,316 -991	-8%	-$59.9K	0.03%	437
2018 Q4	$702K	Sell	12,307 -1,191	-9%	-$73.6K	0.03%	407
2018 Q3	$914K	Buy	13,498 +1,367	+11%	+$94.9K	0.04%	369
2018 Q2	$838K	Buy	12,131 +8,223	+210%	+$553K	0.05%	330
2018 Q1	$228K	Buy	+3,908	New	+$262K	0.02%	591

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

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

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

Steward Partners Investment Advisory's MMP Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 29,508 shares — an estimated $1.84M sold.

Steward Partners Investment Advisory first reported a position in MMP in Q1 2018 and held it in 22 quarters. The position peaked at $1.84M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Steward Partners Investment Advisory reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 29,508 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.84M.
Steward Partners Investment Advisory first reported a position in Magellan Midstream Partners, L.P. in Q1 2018 and held it in 22 quarters.
Steward Partners Investment Advisory's Magellan Midstream Partners, L.P. position peaked at $1.84M in Q2 2023.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.