UCFA
MMP

United Capital Financial Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

United Capital Financial Advisors’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
-110,609
Closed -$6.89M – 913
2023
Q2 		$6.89M Sell
110,609
-20,916
-16% -$1.22M 0.04% 277
2023
Q1 		$7.14M Sell
131,525
-3,696
-3% -$196K 0.04% 281
2022
Q4 		$6.79M Buy
135,221
+2,530
+2% +$128K 0.04% 296
2022
Q3 		$6.3M Sell
132,691
-1,156
-0.9% -$58K 0.04% 299
2022
Q2 		$6.39M Sell
133,847
-11,623
-8% -$580K 0.04% 310
2022
Q1 		$7.14M Sell
145,470
-2,816
-2% -$136K 0.03% 312
2021
Q4 		$6.89M Buy
148,286
+539
+0.4% +$25.5K 0.03% 327
2021
Q3 		$6.73M Sell
147,747
-10,696
-7% -$509K 0.03% 324
2021
Q2 		$7.75M Sell
158,443
-3,519
-2% -$171K 0.04% 312
2021
Q1 		$7.02M Sell
161,962
-14,906
-8% -$652K 0.04% 305
2020
Q4 		$7.51M Sell
176,868
-1,413
-0.8% -$56.4K 0.05% 292
2020
Q3 		$6.1M Sell
178,281
-3,710
-2% -$147K 0.04% 311
2020
Q2 		$7.86M Sell
181,991
-4,541
-2% -$192K 0.06% 288
2020
Q1 		$6.81M Sell
186,532
-16,336
-8% -$877K 0.06% 293
2019
Q4 		$12.8M Sell
202,868
-1,382
-0.7% -$86.1K 0.08% 267
2019
Q3 		$13.5M Sell
204,250
-13,139
-6% -$865K 0.09% 248
2019
Q2 		$13.9M Buy
217,389
+5,115
+2% +$318K 0.09% 242
2019
Q1 		$12.9M Sell
212,274
-1,352
-0.6% -$81.7K 0.09% 251
2018
Q4 		$12.2M Buy
213,626
+14,455
+7% +$893K 0.1% 226
2018
Q3 		$13.5M Sell
199,171
-2,254
-1% -$156K 0.09% 239
2018
Q2 		$13.9M Buy
201,425
+2,791
+1% +$188K 0.1% 218
2018
Q1 		$11.6M Sell
198,634
-5,839
-3% -$392K 0.09% 261
2017
Q4 		$14.4M Sell
204,473
-2,320
-1% -$158K 0.11% 213
2017
Q3 		$14.7M Sell
206,793
-2,537
-1% -$175K 0.12% 196
2017
Q2 		$14.9M Sell
209,330
-6,423
-3% -$472K 0.13% 179
2017
Q1 		$16.6M Sell
215,753
-9,098
-4% -$706K 0.15% 154
2016
Q4 		$17M Sell
224,851
-11,617
-5% -$814K 0.17% 134
2016
Q3 		$16.7M Buy
236,468
+15,315
+7% +$1.09M 0.16% 150
2016
Q2 		$16.8M Sell
221,153
-4,502
-2% -$319K 0.17% 134
2016
Q1 		$15.5M Sell
225,655
-4,651
-2% -$304K 0.17% 125
2015
Q4 		$15.6M Sell
230,306
-22,465
-9% -$1.46M 0.18% 121
2015
Q3 		$15.2M Sell
252,771
-6,693
-3% -$457K 0.18% 111
2015
Q2 		$19M Buy
259,464
+8,254
+3% +$662K 0.22% 105
2015
Q1 		$21M Buy
251,210
+6,478
+3% +$518K 0.26% 95
2014
Q4 		$20.2M Buy
244,732
+40,321
+20% +$3.29M 0.3% 84
2014
Q3 		$17.2M Sell
204,411
-19,717
-9% -$1.64M 0.3% 87
2014
Q2 		$18.8M Buy
224,128
+1,170
+0.5% +$91.7K 0.35% 73
2014
Q1 		$15.5M Sell
222,958
-2,697
-1% -$179K 0.33% 70
2013
Q4 		$14.3M Buy
+225,655
New +$13.5M 0.49% 50
2013
Q3 		– Sell
-224,542
Closed -$12.2M – 759
2013
Q2 		$12.2M Buy
+224,542
New +$11.8M 0.33% 81

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

United Capital Financial Advisors's MMP Position: Q3 2023 in Review

United Capital Financial Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 110,609 shares — an estimated $6.89M sold.

United Capital Financial Advisors first reported a position in MMP in Q2 2013 and held it in 40 quarters. The position peaked at $21M in Q1 2015. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • United Capital Financial Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 110,609 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $6.89M.
  • United Capital Financial Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 40 quarters.
  • United Capital Financial Advisors's Magellan Midstream Partners, L.P. position peaked at $21M in Q1 2015.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on United Capital Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.