UB
MMP

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

UMB Bank’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
-10,222
Closed -$637K – 1757
2023
Q2 		$637K Sell
10,222
-2,222
-18% -$130K 0.01% 388
2023
Q1 		$675K Hold
12,444
– – 0.01% 377
2022
Q4 		$625K Hold
12,444
– – 0.01% 393
2022
Q3 		$591K Hold
12,444
– – 0.01% 416
2022
Q2 		$594K Hold
12,444
– – 0.01% 444
2022
Q1 		$611K Sell
12,444
-735
-6% -$35.6K 0.01% 449
2021
Q4 		$612K Buy
13,179
+4,444
+51% +$210K 0.01% 456
2021
Q3 		$399K Buy
8,735
+735
+9% +$34.9K 0.01% 306
2021
Q2 		$391K Hold
8,000
– – 0.01% 307
2021
Q1 		$347K Hold
8,000
– – 0.01% 303
2020
Q4 		$340K Sell
8,000
-400
-5% -$16K 0.01% 304
2020
Q3 		$362K Hold
8,400
– – 0.01% 276
2020
Q2 		$362K Sell
8,400
-53
-0.6% -$2.24K 0.01% 276
2020
Q1 		$309K Sell
8,453
-1,892
-18% -$102K 0.01% 276
2019
Q4 		$650K Buy
10,345
+1,945
+23% +$121K 0.02% 251
2019
Q3 		$557K Sell
8,400
-2,526
-23% -$166K 0.01% 265
2019
Q2 		$700K Sell
10,926
-2,581
-19% -$160K 0.02% 242
2019
Q1 		$819K Buy
13,507
+1,981
+17% +$120K 0.03% 227
2018
Q4 		$658K Hold
11,526
– – 0.02% 227
2018
Q3 		$781K Buy
11,526
+2,526
+28% +$175K 0.02% 231
2018
Q2 		$622K Hold
9,000
– – 0.02% 240
2018
Q1 		$525K Buy
+9,000
New +$604K 0.02% 254

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

UMB Bank's MMP Position: Q3 2023 in Review

UMB Bank sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 10,222 shares — an estimated $637K sold.

UMB Bank first reported a position in MMP in Q1 2018 and held it in 22 quarters. The position peaked at $819K in Q1 2019. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • UMB Bank reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • UMB Bank sold 10,222 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $637K.
  • UMB Bank first reported a position in Magellan Midstream Partners, L.P. in Q1 2018 and held it in 22 quarters.
  • UMB Bank's Magellan Midstream Partners, L.P. position peaked at $819K in Q1 2019.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on UMB Bank's 13F filing for Q3 2023, filed 18 Oct 2023.