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

Bradley Foster & Sargent
Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Payden & Rygel
Payden & Rygel Los Angeles, California $1.28B AUM 26.24% 1-Year Est. Return
Payden & Rygel Investment Group
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Bank of New Hampshire
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return
Coppell Advisory Solutions
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 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. 10 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.
  • 10 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.