V
MMP

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

Veritable’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
-11,931
Closed -$744K – 888
2023
Q2 		$744K Hold
11,931
– – 0.01% 442
2023
Q1 		$647K Hold
11,931
– – 0.01% 468
2022
Q4 		$599K Hold
11,931
– – 0.01% 475
2022
Q3 		$567K Hold
11,931
– – 0.01% 468
2022
Q2 		$570K Hold
11,931
– – 0.01% 505
2022
Q1 		$585K Hold
11,931
– – 0.01% 522
2021
Q4 		$554K Hold
11,931
– – 0.01% 537
2021
Q3 		$544K Hold
11,931
– – 0.01% 525
2021
Q2 		$584K Sell
11,931
-3,130
-21% -$152K 0.01% 504
2021
Q1 		$653K Hold
15,061
– – 0.01% 459
2020
Q4 		$639K Sell
15,061
-11,152
-43% -$445K 0.01% 439
2020
Q3 		$896K Sell
26,213
-10,614
-29% -$420K 0.02% 344
2020
Q2 		$1.59M Sell
36,827
-8,958
-20% -$378K 0.03% 227
2020
Q1 		$1.67M Sell
45,785
-79,755
-64% -$4.28M 0.04% 210
2019
Q4 		$7.89M Sell
125,540
-14,305
-10% -$891K 0.15% 88
2019
Q3 		$9.27M Buy
139,845
+462
+0.3% +$30.4K 0.18% 77
2019
Q2 		$8.92M Sell
139,383
-5,253
-4% -$326K 0.18% 77
2019
Q1 		$8.77M Buy
144,636
+7,123
+5% +$430K 0.18% 87
2018
Q4 		$7.85M Buy
137,513
+6,121
+5% +$378K 0.18% 84
2018
Q3 		$8.9M Sell
131,392
-3,651
-3% -$253K 0.18% 81
2018
Q2 		$9.33M Buy
135,043
+977
+0.7% +$65.7K 0.2% 72
2018
Q1 		$7.82M Sell
134,066
-1,943
-1% -$130K 0.17% 83
2017
Q4 		$9.65M Buy
136,009
+907
+0.7% +$61.8K 0.19% 70
2017
Q3 		$9.6M Sell
135,102
-2,947
-2% -$203K 0.2% 73
2017
Q2 		$9.84M Sell
138,049
-1,301
-0.9% -$95.6K 0.22% 75
2017
Q1 		$10.7M Buy
139,350
+5,521
+4% +$428K 0.26% 57
2016
Q4 		$10.1M Sell
133,829
-158
-0.1% -$11.1K 0.25% 58
2016
Q3 		$9.48M Buy
133,987
+7,948
+6% +$567K 0.24% 62
2016
Q2 		$9.58M Buy
126,039
+22,061
+21% +$1.56M 0.24% 62
2016
Q1 		$7.15M Buy
103,978
+82,741
+390% +$5.41M 0.19% 83
2015
Q4 		$1.44M Hold
21,237
– – 0.04% 241
2015
Q3 		$1.28M Hold
21,237
– – 0.04% 243
2015
Q2 		$1.56M Sell
21,237
-169,432
-89% -$13.6M 0.04% 224
2015
Q1 		$14.6M Buy
190,669
+50
+0% +$4K 0.31% 48
2014
Q4 		$15.8M Sell
190,619
-21,756
-10% -$1.78M 0.33% 46
2014
Q3 		$17.9M Buy
212,375
+3,479
+2% +$289K 0.38% 41
2014
Q2 		$17.6M Hold
208,896
– – 0.37% 44
2014
Q1 		$14.6M Buy
208,896
+938
+0.5% +$62.4K 0.32% 54
2013
Q4 		$13.2M Sell
207,958
-62,100
-23% -$3.71M 0.29% 55
2013
Q3 		$15.2M Buy
270,058
+650
+0.2% +$35.7K 0.36% 44
2013
Q2 		$14.7M Buy
+269,408
New +$14.1M 0.35% 46

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

Veritable's MMP Position: Q3 2023 in Review

Veritable sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 11,931 shares — an estimated $744K sold.

Veritable first reported a position in MMP in Q2 2013 and held it in 41 quarters. The position peaked at $17.9M in Q3 2014. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Veritable reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 11,931 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $744K.
  • Veritable first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 41 quarters.
  • Veritable's Magellan Midstream Partners, L.P. position peaked at $17.9M in Q3 2014.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.