SCA
MMP

Stokes Capital Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Stokes Capital Advisors’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
-4,171
Closed -$260K – 84
2023
Q2 		$260K Hold
4,171
– – 0.09% 75
2023
Q1 		$226K Sell
4,171
-850
-17% -$45K 0.08% 80
2022
Q4 		$252K Buy
+5,021
New +$255K 0.09% 82
2022
Q1 		– Sell
-6,706
Closed -$311K – 96
2021
Q4 		$311K Sell
6,706
-9,275
-58% -$438K 0.09% 79
2021
Q3 		$728K Hold
15,981
– – 0.23% 63
2021
Q2 		$782K Buy
15,981
+7,664
+92% +$371K 0.26% 61
2021
Q1 		$361K Hold
8,317
– – 0.15% 61
2020
Q4 		$353K Sell
8,317
-7,765
-48% -$310K 0.15% 64
2020
Q3 		$550K Sell
16,082
-8,439
-34% -$334K 0.26% 58
2020
Q2 		$1.06M Buy
24,521
+2,086
+9% +$88.1K 0.56% 54
2020
Q1 		$819K Buy
22,435
+40
+0.2% +$2.15K 0.49% 57
2019
Q4 		$1.41M Buy
22,395
+810
+4% +$50.5K 0.71% 56
2019
Q3 		$1.43M Sell
21,585
-620
-3% -$40.8K 0.77% 54
2019
Q2 		$1.42M Sell
22,205
-310
-1% -$19.2K 0.81% 53
2019
Q1 		$1.36M Buy
22,515
+785
+4% +$47.4K 0.82% 53
2018
Q4 		$1.24M Buy
21,730
+1,240
+6% +$76.6K 0.86% 49
2018
Q3 		$1.39M Sell
20,490
-300
-1% -$20.8K 0.85% 54
2018
Q2 		$1.44M Hold
20,790
– – 0.94% 51
2018
Q1 		$1.21M Sell
20,790
-895
-4% -$60.1K 0.79% 58
2017
Q4 		$1.54M Buy
+21,685
New +$1.48M 1.04% 46

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 $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 $567M AUM 16.01% 1-Year Est. Return

Stokes Capital Advisors's MMP Position: Q3 2023 in Review

Stokes Capital Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,171 shares — an estimated $260K sold.

Stokes Capital Advisors first reported a position in MMP in Q4 2017 and held it in 20 quarters. The position peaked at $1.54M in Q4 2017. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Stokes Capital Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Stokes Capital Advisors sold 4,171 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $260K.
  • Stokes Capital Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 20 quarters.
  • Stokes Capital Advisors's Magellan Midstream Partners, L.P. position peaked at $1.54M in Q4 2017.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Stokes Capital Advisors's 13F filing for Q3 2023, filed 11 Oct 2023.