UBS Group
MMP

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

UBS 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
2021
Q1 		– Sell
-407,400
Closed -$17.3M – 9649
2020
Q4 		$17.3M Hold
407,400
– – 0.01% 1446
2020
Q3 		$13.9M Hold
407,400
– – 0.01% 1419
2020
Q2 		$17.6M Buy
+407,400
New +$17.2M 0.01% 1155

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 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 $4.31B AUM 18.36% 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 $567M AUM 16.01% 1-Year Est. Return

UBS Group's MMP Position: Q3 2023 in Review

UBS Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 3,927,982 shares — an estimated $245M sold.

UBS Group first reported a position in MMP in Q4 2014 and held it in 35 quarters. The position peaked at $580M in Q4 2014. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • UBS Group reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • UBS Group sold 3,927,982 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $245M.
  • UBS Group first reported a position in Magellan Midstream Partners, L.P. in Q4 2014 and held it in 35 quarters.
  • UBS Group's Magellan Midstream Partners, L.P. position peaked at $580M in Q4 2014.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on UBS Group's 13F filing for Q3 2023, filed 9 Nov 2023.