SS
MMP

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

Sunbelt Securities’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
-1,605
Closed -$100K – 1836
2023
Q2 		$100K Buy
1,605
+1,300
+426% +$75.9K 0.01% 648
2023
Q1 		$16.6K Buy
+305
New +$16.2K ﹤0.01% 1005
2022
Q1 		– Sell
-10,305
Closed -$504K – 494
2021
Q4 		$504K Hold
10,305
– – 0.08% 269
2021
Q3 		$480K Hold
10,305
– – 0.09% 258
2021
Q2 		$480K Hold
10,305
– – 0.09% 258
2021
Q1 		$447K Hold
10,305
– – 0.09% 258
2020
Q4 		$437K Buy
+10,305
New +$411K 0.09% 251
2020
Q1 		– Sell
-47,639
Closed -$3M – 689
2019
Q4 		$3M Buy
47,639
+5
+0% +$311 0.32% 69
2019
Q3 		$3.16M Buy
+47,634
New +$3.14M 0.35% 68
2018
Q2 		– Sell
-6,909
Closed -$403K – 227
2018
Q1 		$403K Sell
6,909
-859
-11% -$57.7K 0.37% 91
2017
Q4 		$551K Sell
7,768
-482
-6% -$32.8K 0.54% 54
2017
Q3 		$586K Buy
8,250
+4,309
+109% +$297K 0.62% 45
2017
Q2 		$281K Hold
3,941
– – 0.53% 56
2017
Q1 		$303K Hold
3,941
– – 0.46% 62
2016
Q4 		$298K Buy
3,941
+357
+10% +$25K 0.45% 55
2016
Q3 		$254K Buy
3,584
+100
+3% +$7.13K 0.31% 76
2016
Q2 		$265K Buy
+3,484
New +$247K 0.35% 74

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

Sunbelt Securities's MMP Position: Q3 2023 in Review

Sunbelt Securities sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 1,605 shares — an estimated $100K sold.

Sunbelt Securities first reported a position in MMP in Q2 2016 and held it in 17 quarters. The position peaked at $3.16M in Q3 2019. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Sunbelt Securities reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Sunbelt Securities sold 1,605 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $100K.
  • Sunbelt Securities first reported a position in Magellan Midstream Partners, L.P. in Q2 2016 and held it in 17 quarters.
  • Sunbelt Securities's Magellan Midstream Partners, L.P. position peaked at $3.16M in Q3 2019.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.