AWM
MMP

Alterna Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Alterna Wealth Management’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
-4,199
Closed -$262K – 115
2023
Q2 		$262K Buy
+4,199
New +$245K 0.3% 68
2019
Q1 		– Sell
-9,172
Closed -$654K – 351
2018
Q4 		$654K Buy
+9,172
New +$567K 0.11% 140

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

Alterna Wealth Management's MMP Position: Q3 2023 in Review

Alterna Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,199 shares — an estimated $262K sold.

Alterna Wealth Management first reported a position in MMP in Q4 2018 and held it in 2 quarters. The position peaked at $654K in Q4 2018. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Alterna Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 4,199 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $262K.
  • Alterna Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and held it in 2 quarters.
  • Alterna Wealth Management's Magellan Midstream Partners, L.P. position peaked at $654K in Q4 2018.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Alterna Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.