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

Allworth 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	-4,589	Closed	-$286K	–	3575
2023 Q2	$286K	Sell	4,589 -291	-6%	-$17K	﹤0.01%	612
2023 Q1	$265K	Sell	4,880 -394	-7%	-$20.9K	﹤0.01%	593
2022 Q4	$265K	Sell	5,274 -1,613	-23%	-$81.8K	﹤0.01%	579
2022 Q3	$327K	Buy	6,887 +1,837	+36%	+$92.2K	﹤0.01%	503
2022 Q2	$241K	Buy	5,050 +1,837	+57%	+$91.7K	﹤0.01%	525
2022 Q1	$158K	Buy	3,213 +200	+7%	+$9.68K	﹤0.01%	600
2021 Q4	$140K	Buy	3,013 +2,114	+235%	+$99.9K	﹤0.01%	605
2021 Q3	$41K	Hold	899	–	–	﹤0.01%	832
2021 Q2	$44K	Hold	899	–	–	﹤0.01%	653
2021 Q1	$39K	Sell	899 -81	-8%	-$3.54K	﹤0.01%	626
2020 Q4	$42K	Buy	980 +2	+0.2%	+$80	﹤0.01%	513
2020 Q3	$33K	Buy	978 +2	+0.2%	+$79	﹤0.01%	489
2020 Q2	$42K	Buy	976 +22	+2%	+$929	﹤0.01%	454
2020 Q1	$35K	Buy	954 +1	+0.1%	+$54	﹤0.01%	465
2019 Q4	$60K	Buy	953 +2	+0.2%	+$125	﹤0.01%	340
2019 Q3	$63K	Buy	+951	New	+$62.6K	﹤0.01%	290
2019 Q2	–	Hold	0	–	–	–	297
2019 Q1	–	Hold	0	–	–	–	293
2018 Q4	–	Hold	0	–	–	–	282
2018 Q3	–	Hold	0	–	–	–	272
2018 Q2	–	Hold	0	–	–	–	266
2018 Q1	–	Hold	0	–	–	–	255
2017 Q4	–	Hold	0	–	–	–	226
2017 Q3	–	Hold	0	–	–	–	218
2017 Q2	–	Hold	0	–	–	–	228
2017 Q1	–	Hold	0	–	–	–	206
2016 Q4	–	Hold	0	–	–	–	199
2016 Q3	–	Hold	0	–	–	–	199
2016 Q2	–	Hold	0	–	–	–	187
2015 Q4	–	Hold	0	–	–	–	212
2015 Q3	–	Hold	0	–	–	–	161
2015 Q2	–	Hold	0	–	–	–	151
2015 Q1	–	Hold	0	–	–	–	145

Other funds holding MMP

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

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

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 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

Allworth Financial's MMP Position: Q3 2023 in Review

Allworth Financial sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,589 shares — an estimated $286K sold.

Allworth Financial first reported a position in MMP in Q3 2019 and held it in 16 quarters. The position peaked at $327K in Q3 2022. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Allworth Financial reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Allworth Financial sold 4,589 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $286K.
Allworth Financial first reported a position in Magellan Midstream Partners, L.P. in Q3 2019 and held it in 16 quarters.
Allworth Financial's Magellan Midstream Partners, L.P. position peaked at $327K in Q3 2022.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Allworth Financial's 13F filing for Q3 2023, filed 31 Oct 2023.