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

Bedel Financial Consulting’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	-4,000	Closed	-$249K	–	244
2023 Q2	$249K	Hold	4,000	–	–	0.05%	201
2023 Q1	$217K	Hold	4,000	–	–	0.05%	211
2022 Q4	$201K	Hold	4,000	–	–	0.05%	220
2022 Q3	$206K	Buy	+4,000	New	+$201K	0.05%	201
2022 Q2	–	Sell	-4,000	Closed	-$196K	–	982
2022 Q1	$196K	Hold	4,000	–	–	0.06%	183
2021 Q4	$186K	Hold	4,000	–	–	0.06%	198
2021 Q3	$182K	Hold	4,000	–	–	0.06%	192
2021 Q2	$196K	Hold	4,000	–	–	0.07%	184
2021 Q1	$173K	Hold	4,000	–	–	0.07%	185
2020 Q4	$170K	Hold	4,000	–	–	0.08%	167
2020 Q3	$137K	Hold	4,000	–	–	0.07%	173
2020 Q2	$173K	Hold	4,000	–	–	0.09%	141
2020 Q1	$146K	Hold	4,000	–	–	0.1%	148
2019 Q4	$251K	Hold	4,000	–	–	0.14%	115
2019 Q3	$265K	Hold	4,000	–	–	0.16%	112
2019 Q2	$256K	Hold	4,000	–	–	0.16%	114
2019 Q1	$243K	Hold	4,000	–	–	0.16%	113
2018 Q4	$228K	Hold	4,000	–	–	0.16%	111
2018 Q3	$261K	Hold	4,000	–	–	0.17%	109
2018 Q2	$276K	Hold	4,000	–	–	0.2%	108
2018 Q1	$233K	Sell	4,000 -150	-4%	-$10.1K	0.18%	122
2017 Q4	$294K	Buy	+4,150	New	+$283K	0.26%	94

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 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 $4.31B 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

Bedel Financial Consulting's MMP Position: Q3 2023 in Review

Bedel Financial Consulting sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,000 shares — an estimated $249K sold.

Bedel Financial Consulting first reported a position in MMP in Q4 2017 and held it in 22 quarters. The position peaked at $294K in Q4 2017. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Bedel Financial Consulting reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Bedel Financial Consulting sold 4,000 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $249K.
Bedel Financial Consulting first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 22 quarters.
Bedel Financial Consulting's Magellan Midstream Partners, L.P. position peaked at $294K in Q4 2017.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Bedel Financial Consulting's 13F filing for Q3 2023, filed 1 Nov 2023.