SW
MMP

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

SVB Wealth’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
-6,721
Closed -$419K – 941
2023
Q2 		$419K Sell
6,721
-5,052
-43% -$295K 0.01% 536
2023
Q1 		$639K Sell
11,773
-23,210
-66% -$1.23M 0.01% 480
2022
Q4 		$1.76M Buy
34,983
+2,914
+9% +$148K 0.02% 291
2022
Q3 		$1.52M Buy
32,069
+1,579
+5% +$79.2K 0.02% 293
2022
Q2 		$1.46M Sell
30,490
-28
-0.1% -$1.4K 0.02% 256
2022
Q1 		$1.5M Buy
30,518
+2,626
+9% +$127K 0.02% 266
2021
Q4 		$1.29M Buy
27,892
+2,831
+11% +$134K 0.02% 272
2021
Q3 		$1.14M Sell
25,061
-14,507
-37% -$690K 0.01% 364
2021
Q2 		$1.94M Buy
39,568
+2,345
+6% +$114K 0.02% 263
2021
Q1 		$1.61M Buy
37,223
+11,323
+44% +$495K 0.02% 268
2020
Q4 		$1.1M Sell
25,900
-1,450
-5% -$57.8K 0.02% 318
2020
Q3 		$935K Buy
27,350
+100
+0.4% +$3.96K 0.02% 303
2020
Q2 		$1.18M Buy
27,250
+450
+2% +$19K 0.02% 255
2020
Q1 		$978K Hold
26,800
– – 0.02% 235
2019
Q4 		$1.69M Hold
26,800
– – 0.03% 237
2019
Q3 		$1.78M Sell
26,800
-500
-2% -$32.9K 0.04% 218
2019
Q2 		$1.75M Buy
27,300
+50
+0.2% +$3.1K 0.06% 218
2019
Q1 		$1.65M Sell
27,250
-129
-0.5% -$7.79K 0.07% 177
2018
Q4 		$1.56M Buy
27,379
+100
+0.4% +$6.18K 0.07% 174
2018
Q3 		$1.85M Sell
27,279
-349
-1% -$24.2K 0.07% 180
2018
Q2 		$1.91M Buy
27,628
+500
+2% +$33.6K 0.07% 177
2018
Q1 		$1.58M Buy
27,128
+50
+0.2% +$3.36K 0.06% 200
2017
Q4 		$1.92M Hold
27,078
– – 0.07% 191
2017
Q3 		$1.92M Hold
27,078
– – 0.07% 184
2017
Q2 		$1.93M Sell
27,078
-5,285
-16% -$388K 0.08% 191
2017
Q1 		$2.49M Sell
32,363
-50
-0.2% -$3.88K 0.1% 163
2016
Q4 		$2.45M Sell
32,413
-40,378
-55% -$2.83M 0.1% 160
2016
Q3 		$5.15M Sell
72,791
-239
-0.3% -$17K 0.21% 110
2016
Q2 		$5.55M Buy
73,030
+139
+0.2% +$9.86K 0.23% 109
2016
Q1 		$5.01M Sell
72,891
-14,893
-17% -$974K 0.2% 115
2015
Q4 		$5.96M Sell
87,784
-150
-0.2% -$9.72K 0.24% 106
2015
Q3 		$5.29M Sell
87,934
-1,439
-2% -$98.3K 0.2% 122
2015
Q2 		$6.56M Buy
89,373
+66,659
+293% +$5.35M 0.22% 120
2015
Q1 		$1.74M Buy
22,714
+7,470
+49% +$597K 0.06% 253
2014
Q4 		$1.26M Buy
+15,244
New +$1.25M 0.04% 286

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

SVB Wealth's MMP Position: Q3 2023 in Review

SVB Wealth sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 6,721 shares — an estimated $419K sold.

SVB Wealth first reported a position in MMP in Q4 2014 and held it in 35 quarters. The position peaked at $6.56M in Q2 2015. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • SVB Wealth reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • SVB Wealth sold 6,721 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $419K.
  • SVB Wealth first reported a position in Magellan Midstream Partners, L.P. in Q4 2014 and held it in 35 quarters.
  • SVB Wealth's Magellan Midstream Partners, L.P. position peaked at $6.56M in Q2 2015.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on SVB Wealth's 13F filing for Q3 2023, filed 23 Oct 2023.