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

Avondale 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	-1,240	Closed	-$77.3K	–	136
2023 Q2	$77.3K	Hold	1,240	–	–	0.06%	69
2023 Q1	$67.3K	Hold	1,240	–	–	0.06%	73
2022 Q4	$62.3K	Hold	1,240	–	–	0.05%	71
2022 Q3	$59K	Hold	1,240	–	–	0.06%	69
2022 Q2	$59K	Hold	1,240	–	–	0.07%	62
2022 Q1	$61K	Hold	1,240	–	–	0.07%	61
2021 Q4	$58K	Hold	1,240	–	–	0.06%	64
2021 Q3	$57K	Hold	1,240	–	–	0.06%	67
2021 Q2	$61K	Hold	1,240	–	–	0.06%	67
2021 Q1	$54K	Hold	1,240	–	–	0.05%	63
2020 Q4	$53K	Hold	1,240	–	–	0.06%	53
2020 Q3	$42K	Hold	1,240	–	–	0.06%	49
2020 Q2	$54K	Hold	1,240	–	–	0.08%	38
2020 Q1	$45K	Hold	1,240	–	–	0.07%	39
2019 Q4	$78K	Hold	1,240	–	–	0.11%	30
2019 Q3	$82K	Hold	1,240	–	–	0.14%	30
2019 Q2	$79K	Hold	1,240	–	–	0.06%	34
2019 Q1	$75K	Hold	1,240	–	–	0.06%	36
2018 Q4	$71K	Hold	1,240	–	–	0.06%	36
2018 Q3	$84K	Hold	1,240	–	–	0.08%	28
2018 Q2	$86K	Hold	1,240	–	–	0.07%	25
2018 Q1	$72K	Hold	1,240	–	–	0.06%	27
2017 Q4	$88K	Buy	+1,240	New	+$84.5K	0.08%	28

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

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

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

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

Avondale Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 1,240 shares — an estimated $77.3K sold.

Avondale Wealth Management first reported a position in MMP in Q4 2017 and held it in 23 quarters. The position peaked at $88K in Q4 2017. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Avondale Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Avondale Wealth Management sold 1,240 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $77.3K.
Avondale Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 23 quarters.
Avondale Wealth Management's Magellan Midstream Partners, L.P. position peaked at $88K in Q4 2017.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Avondale Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.