BWP
MMP

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

Baldwin Wealth Partners’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
-57,610
Closed -$3.59M – 781
2023
Q2 		$3.59M Hold
57,610
– – 0.29% 71
2023
Q1 		$3.13M Sell
57,610
-90
-0.2% -$4.77K 0.27% 74
2022
Q4 		$2.9M Buy
57,700
+16,050
+39% +$814K 0.26% 82
2022
Q3 		$1.98M Sell
41,650
-2,140
-5% -$107K 0.27% 53
2022
Q2 		$2.09M Buy
43,790
+150
+0.3% +$7.49K 0.27% 52
2022
Q1 		$2.14M Sell
43,640
-58
-0.1% -$2.81K 0.23% 59
2021
Q4 		$2.03M Hold
43,698
– – 0.2% 60
2021
Q3 		$1.99M Hold
43,698
– – 0.22% 56
2021
Q2 		$2.14M Hold
43,698
– – 0.23% 55
2021
Q1 		$1.9M Sell
43,698
-75
-0.2% -$3.28K 0.23% 60
2020
Q4 		$1.86M Buy
43,773
+3,650
+9% +$146K 0.23% 60
2020
Q3 		$1.37M Sell
40,123
-10,060
-20% -$398K 0.19% 69
2020
Q2 		$2.17M Sell
50,183
-2,625
-5% -$111K 0.32% 56
2020
Q1 		$1.93M Sell
52,808
-46,973
-47% -$2.52M 0.34% 57
2019
Q4 		$6.27M Sell
99,781
-4,496
-4% -$280K 0.88% 38
2019
Q3 		$6.91M Hold
104,277
– – 1.04% 33
2019
Q2 		$6.67M Sell
104,277
-460
-0.4% -$28.6K 0.98% 35
2019
Q1 		$6.35M Sell
104,737
-740
-0.7% -$44.7K 0.95% 37
2018
Q4 		$6.02M Sell
105,477
-875
-0.8% -$54K 1.01% 32
2018
Q3 		$7.2M Buy
106,352
+300
+0.3% +$20.8K 1.01% 34
2018
Q2 		$7.33M Sell
106,052
-9,583
-8% -$644K 1.14% 29
2018
Q1 		$6.75M Sell
115,635
-16,759
-13% -$1.13M 1.09% 33
2017
Q4 		$9.39M Sell
132,394
-2,216
-2% -$151K 1.46% 23
2017
Q3 		$9.56M Sell
134,610
-8,131
-6% -$561K 1.54% 22
2017
Q2 		$10.2M Sell
142,741
-250
-0.2% -$18.4K 1.64% 22
2017
Q1 		$11M Sell
142,991
-12,896
-8% -$1M 1.81% 21
2016
Q4 		$11.8M Sell
155,887
-4,776
-3% -$334K 2.13% 15
2016
Q3 		$11.4M Sell
160,663
-2,860
-2% -$204K 2.06% 16
2016
Q2 		$12.4M Buy
163,523
+5,084
+3% +$361K 2.56% 10
2016
Q1 		$10.9M Buy
158,439
+8,383
+6% +$548K 1.96% 14
2015
Q4 		$10.2M Sell
150,056
-16,339
-10% -$1.06M 1.66% 16
2015
Q3 		$10M Sell
166,395
-8,279
-5% -$565K 1.69% 15
2015
Q2 		$12.8M Buy
174,674
+962
+0.6% +$77.2K 1.9% 10
2015
Q1 		$13.3M Sell
173,712
-6,724
-4% -$537K 1.96% 9
2014
Q4 		$14.9M Sell
180,436
-15,660
-8% -$1.28M 2.16% 5
2014
Q3 		$16.5M Sell
196,096
-6,202
-3% -$516K 2.34% 5
2014
Q2 		$17M Buy
202,298
+852
+0.4% +$66.8K 2.52% 5
2014
Q1 		$14M Sell
201,446
-8,800
-4% -$586K 2.26% 6
2013
Q4 		$13.3M Buy
210,246
+997
+0.5% +$59.5K 2.14% 4
2013
Q3 		$11.8M Sell
209,249
-5,292
-2% -$291K 2.16% 5
2013
Q2 		$11.7M Buy
+214,541
New +$11.3M 2.31% 5

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
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 $4.31B 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 $683M AUM 22.58% 1-Year Est. Return

Baldwin Wealth Partners's MMP Position: Q3 2023 in Review

Baldwin Wealth Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 57,610 shares — an estimated $3.59M sold.

Baldwin Wealth Partners first reported a position in MMP in Q2 2013 and held it in 41 quarters. The position peaked at $17M in Q2 2014. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Baldwin Wealth Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 57,610 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $3.59M.
  • Baldwin Wealth Partners first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 41 quarters.
  • Baldwin Wealth Partners's Magellan Midstream Partners, L.P. position peaked at $17M in Q2 2014.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

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