Arkfeld Wealth Strategies’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Arkfeld Wealth Strategies’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	-9,275	Closed	-$594K	–	76
2023 Q2	$594K	Sell	9,275 -175	-2%	-$10.2K	0.43%	36
2023 Q1	$520K	Hold	9,450	–	–	0.37%	38
2022 Q4	$486K	Sell	9,450 -2,215	-19%	-$112K	0.32%	43
2022 Q3	$577K	Hold	11,665	–	–	0.4%	42
2022 Q2	$555K	Hold	11,665	–	–	0.36%	44
2022 Q1	$583K	Hold	11,665	–	–	0.38%	43
2021 Q4	$569K	Buy	11,665 +6,050	+108%	+$286K	0.34%	45
2021 Q3	$266K	Hold	5,615	–	–	0.16%	70
2021 Q2	$263K	Hold	5,615	–	–	0.16%	66
2021 Q1	$253K	Hold	5,615	–	–	0.16%	67
2020 Q4	$254K	Buy	+5,615	New	+$224K	0.2%	63
2020 Q3	–	Sell	-5,615	Closed	-$242K	–	67
2020 Q2	$242K	Hold	5,615	–	–	0.27%	48
2020 Q1	$205K	Hold	5,615	–	–	0.27%	49
2019 Q4	$372K	Buy	+5,615	New	+$350K	0.42%	37

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

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 $8.74B AUM 14.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Arkfeld Wealth Strategies's MMP Position: Q3 2023 in Review

Arkfeld Wealth Strategies sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 9,275 shares — an estimated $594K sold.

Arkfeld Wealth Strategies first reported a position in MMP in Q4 2019 and held it in 14 quarters. The position peaked at $594K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Arkfeld Wealth Strategies reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Arkfeld Wealth Strategies sold 9,275 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $594K.
Arkfeld Wealth Strategies first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 14 quarters.
Arkfeld Wealth Strategies's Magellan Midstream Partners, L.P. position peaked at $594K in Q2 2023.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Arkfeld Wealth Strategies's 13F filing for Q3 2023, filed 16 Oct 2023.