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

Surevest’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
2022 Q3	$741K	Sell	15,600 -1,218	-7%	-$61.1K	0.2%	104
2022 Q2	$803K	Hold	16,818	–	–	0.21%	97
2022 Q1	$825K	Hold	16,818	–	–	0.2%	102
2021 Q4	$781K	Hold	16,818	–	–	0.19%	81
2021 Q3	$767K	Hold	16,818	–	–	0.19%	80
2021 Q2	$823K	Buy	16,818 +4,440	+36%	+$215K	0.21%	78
2021 Q1	$537K	Hold	12,378	–	–	0.16%	74
2020 Q4	$525K	Hold	12,378	–	–	0.18%	71
2020 Q3	$423K	Hold	12,378	–	–	0.17%	70
2020 Q2	$534K	Sell	12,378 -2,125	-15%	-$89.8K	0.24%	67
2020 Q1	$529K	Buy	14,503 +21	+0.1%	+$1.13K	0.29%	69
2019 Q4	$910K	Buy	14,482 +20	+0.1%	+$1.25K	0.39%	89
2019 Q3	$958K	Buy	14,462 +551	+4%	+$36.3K	0.47%	81
2019 Q2	$890K	Buy	13,911 +8,839	+174%	+$549K	0.46%	79
2019 Q1	$308K	Buy	+5,072	New	+$306K	0.19%	103

Other funds holding MMP

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Surevest's MMP Position: Q3 2022 in Review

Surevest reduced its Magellan Midstream Partners, L.P. (MMP) stake by 7.2% in Q3 2022, selling an estimated $61.1K and leaving 15,600 shares worth $741K. The position accounts for 0.2% of the portfolio, ranked #104.

Surevest first reported a position in MMP in Q1 2019 and has held it in 15 quarters since. The position peaked at $958K in Q3 2019. 591 funds tracked by Wall St. Rank hold MMP as of Q3 2022.

Surevest held 15,600 shares of Magellan Midstream Partners, L.P. worth $741K as of Q3 2022.
Surevest sold 1,218 Magellan Midstream Partners, L.P. shares in Q3 2022, an estimated $61.1K.
Magellan Midstream Partners, L.P. made up 0.2% of Surevest's portfolio in Q3 2022, its #104 holding.
Surevest first reported a position in Magellan Midstream Partners, L.P. in Q1 2019 and has held it in 15 quarters since.
Surevest's Magellan Midstream Partners, L.P. position peaked at $958K in Q3 2019.
591 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.