AF
MMP

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

Advisornet Financial’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
-498
Closed -$31K – 2447
2023
Q2 		$31K Buy
498
+7
+1% +$409 ﹤0.01% 953
2023
Q1 		$26.6K Buy
491
+9
+2% +$477 ﹤0.01% 979
2022
Q4 		$24.2K Sell
482
-398
-45% -$20.2K ﹤0.01% 993
2022
Q3 		$42K Sell
880
-188
-18% -$9.44K ﹤0.01% 903
2022
Q2 		$51K Buy
1,068
+21
+2% +$1.05K 0.01% 864
2022
Q1 		$51K Buy
1,047
+17
+2% +$823 ﹤0.01% 966
2021
Q4 		$48K Buy
1,030
+12
+1% +$567 ﹤0.01% 1028
2021
Q3 		$46K Buy
1,018
+16
+2% +$761 ﹤0.01% 1032
2021
Q2 		$49K Buy
1,002
+15
+2% +$727 ﹤0.01% 996
2021
Q1 		$43K Buy
987
+116
+13% +$5.07K ﹤0.01% 988
2020
Q4 		$37K Sell
871
-143
-14% -$5.7K ﹤0.01% 962
2020
Q3 		$35K Buy
1,014
+214
+27% +$8.47K ﹤0.01% 946
2020
Q2 		$35K Sell
800
-919
-53% -$38.8K ﹤0.01% 957
2020
Q1 		$63K Buy
1,719
+892
+108% +$47.9K 0.01% 733
2019
Q4 		$52K Sell
827
-330
-29% -$20.6K ﹤0.01% 884
2019
Q3 		$77K Buy
1,157
+606
+110% +$39.9K 0.01% 756
2019
Q2 		$35K Buy
551
+9
+2% +$559 ﹤0.01% 919
2019
Q1 		$33K Buy
542
+9
+2% +$544 ﹤0.01% 860
2018
Q4 		$30K Buy
533
+304
+133% +$18.8K ﹤0.01% 816
2018
Q3 		$16K Sell
229
-98
-30% -$6.8K ﹤0.01% 1014
2018
Q2 		$23K Buy
327
+104
+47% +$6.99K ﹤0.01% 916
2018
Q1 		$13K Buy
223
+3
+1% +$201 ﹤0.01% 1037
2017
Q4 		$16K Buy
+220
New +$15K ﹤0.01% 919

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

Advisornet Financial's MMP Position: Q3 2023 in Review

Advisornet Financial sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 498 shares — an estimated $31K sold.

Advisornet Financial first reported a position in MMP in Q4 2017 and held it in 23 quarters. The position peaked at $77K in Q3 2019. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Advisornet Financial reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Advisornet Financial sold 498 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $31K.
  • Advisornet Financial first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 23 quarters.
  • Advisornet Financial's Magellan Midstream Partners, L.P. position peaked at $77K in Q3 2019.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Advisornet Financial's 13F filing for Q3 2023, filed 12 Oct 2023.