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 		$557 Sell
8,400
-2,526
-23% -$166K 0.01% 265
2019
Q2 		$700 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 		$658 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 $6.44B AUM 25.27% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.28B AUM 28.32% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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