SSG
MMP

Summit Securities Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Summit Securities 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
-1,521
Closed -$95K – 1105
2023
Q2 		$95K Buy
+1,521
New +$88.8K 0.01% 299
2023
Q1 		– Sell
-400
Closed -$20K – 1411
2022
Q4 		$20K Buy
400
+200
+100% +$10.1K ﹤0.01% 911
2022
Q3 		$10K Buy
+200
New +$10K ﹤0.01% 795
2022
Q1 		– Sell
-6,800
Closed -$329K – 1418
2021
Q4 		$316K Sell
6,800
-11,400
-63% -$539K 0.01% 484
2021
Q3 		$830K Sell
18,200
-250
-1% -$11.9K 0.06% 292
2021
Q2 		$902K Buy
+18,450
New +$894K 0.07% 268
2019
Q4 		– Sell
-10,100
Closed -$629K – 544
2019
Q3 		$669K Buy
+10,100
New +$665K 0.06% 165
2018
Q4 		– Sell
-3,900
Closed -$241K – 362
2018
Q3 		$264K Sell
3,900
-600
-13% -$41.6K 0.1% 129
2018
Q2 		$311K Buy
4,500
+900
+25% +$60.5K 0.04% 175
2018
Q1 		$210K Buy
+3,600
New +$242K 0.05% 134
2017
Q2 		– Sell
-3,950
Closed -$304K – 391
2017
Q1 		$304K Buy
+3,950
New +$306K 0.09% 229
2015
Q3 		– Sell
-1,506
Closed -$111K – 546
2015
Q2 		$111K Buy
+1,506
New +$121K 0.05% 119
2014
Q4 		– Sell
-1,200
Closed -$101K – 762
2014
Q3 		$101K Buy
1,200
+1,000
+500% +$83.1K 0.03% 303
2014
Q2 		$17K Sell
200
-11,500
-98% -$901K 0.01% 368
2014
Q1 		$816K Buy
+11,700
New +$779K 0.49% 31

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
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 $4.9B AUM 23.65% 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
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Summit Securities Group's MMP Position: Q3 2023 in Review

Summit Securities Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 1,521 shares — an estimated $95K sold.

Summit Securities Group first reported a position in MMP in Q1 2014 and held it in 15 quarters. The position peaked at $902K in Q2 2021. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Summit Securities Group reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Summit Securities Group sold 1,521 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $95K.
  • Summit Securities Group first reported a position in Magellan Midstream Partners, L.P. in Q1 2014 and held it in 15 quarters.
  • Summit Securities Group's Magellan Midstream Partners, L.P. position peaked at $902K in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Summit Securities Group's 13F filing for Q3 2023, filed 13 Nov 2023.