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
Q1 		– Sell
-2,400
Closed -$121K – 1410
2022
Q4 		$121K Buy
2,400
+900
+60% +$45.7K ﹤0.01% 566
2022
Q3 		$71K Sell
1,500
-7,200
-83% -$361K 0.01% 574
2022
Q2 		$416K Sell
8,700
-2,300
-21% -$115K 0.05% 206
2022
Q1 		$540K Buy
11,000
+7,000
+175% +$339K 0.06% 219
2021
Q4 		$186K Buy
+4,000
New +$189K 0.01% 613
2021
Q3 		– Sell
-70
Closed -$342K – 926
2021
Q2 		$342K Buy
+70
New +$3.39K 0.03% 482
2020
Q1 		– Sell
-200
Closed -$1.26M – 516
2019
Q4 		$1.26M Buy
+200
New +$12.5K 0.1% 187
2019
Q2 		– Sell
-50
Closed -$303K – 397
2019
Q1 		$303K Buy
+50
New +$3.02K 0.06% 158
2018
Q3 		– Sell
-81
Closed -$560K – 280
2018
Q2 		$560K Buy
+81
New +$5.44K 0.08% 122

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.