VFA
MMP

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

Valeo 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
Q2 		– Sell
-5,446
Closed -$296K – 688
2023
Q1 		$296K Buy
5,446
+1,403
+35% +$74.3K 0.01% 449
2022
Q4 		$203K Buy
+4,043
New +$205K 0.01% 487
2021
Q2 		– Sell
-2,439
Closed -$106K – 1983
2021
Q1 		$106K Buy
2,439
+1,500
+160% +$65.6K ﹤0.01% 598
2020
Q4 		$40K Sell
939
-2,689
-74% -$107K ﹤0.01% 857
2020
Q3 		$124K Sell
3,628
-759
-17% -$30K 0.01% 426
2020
Q2 		$189K Buy
4,387
+2,083
+90% +$88K 0.02% 334
2020
Q1 		$90K Sell
2,304
-699
-23% -$37.5K 0.01% 453
2019
Q4 		$189K Buy
3,003
+390
+15% +$24.3K 0.02% 333
2019
Q3 		$173K Sell
2,613
-651
-20% -$42.9K 0.02% 323
2019
Q2 		$209K Sell
3,264
-454
-12% -$28.2K 0.02% 279
2019
Q1 		$225K Sell
3,718
-958
-20% -$57.9K 0.03% 257
2018
Q4 		$267K Sell
4,676
-32,092
-87% -$1.98M 0.04% 220
2018
Q3 		$2.27M Sell
36,768
-9,057
-20% -$629K 0.31% 56
2018
Q2 		$3.22M Sell
45,825
-4,534
-9% -$305K 0.45% 43
2018
Q1 		$2.94M Buy
50,359
+856
+2% +$57.5K 0.47% 41
2017
Q4 		$3.51M Buy
49,503
+10,549
+27% +$719K 0.58% 39
2017
Q3 		$2.77M Buy
+38,954
New +$2.69M 0.63% 38

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valeo Financial Advisors's MMP Position: Q2 2023 in Review

Valeo Financial Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2023, closing a stake of 5,446 shares — an estimated $296K sold.

Valeo Financial Advisors first reported a position in MMP in Q3 2017 and held it in 17 quarters. The position peaked at $3.51M in Q4 2017. 612 funds tracked by Wall St. Rank hold MMP as of Q2 2023.

  • Valeo Financial Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 5,446 Magellan Midstream Partners, L.P. shares in Q2 2023, an estimated $296K.
  • Valeo Financial Advisors first reported a position in Magellan Midstream Partners, L.P. in Q3 2017 and held it in 17 quarters.
  • Valeo Financial Advisors's Magellan Midstream Partners, L.P. position peaked at $3.51M in Q4 2017.
  • 612 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2023.

Based on Valeo Financial Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.