Bellevue Asset Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Bellevue Asset 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	-548	Closed	-$34.2K	–	482
2023 Q2	$34.2K	Hold	548	–	–	0.02%	178
2023 Q1	$29.7K	Hold	548	–	–	0.02%	190
2022 Q4	$27.3K	Hold	548	–	–	0.02%	202
2022 Q3	$26K	Hold	548	–	–	0.02%	210
2022 Q2	$26K	Hold	548	–	–	0.02%	223
2022 Q1	$27K	Hold	548	–	–	0.02%	235
2021 Q4	$25K	Hold	548	–	–	0.01%	259
2021 Q3	$25K	Hold	548	–	–	0.02%	259
2021 Q2	$27K	Hold	548	–	–	0.02%	256
2021 Q1	$24K	Hold	548	–	–	0.01%	271
2020 Q4	$25K	Hold	548	–	–	0.02%	257
2020 Q3	$19K	Hold	548	–	–	0.01%	264
2020 Q2	$24K	Hold	548	–	–	0.02%	245
2020 Q1	$22K	Hold	548	–	–	0.02%	259
2019 Q4	$34K	Buy	+548	New	+$34.1K	0.03%	202

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 $463M AUM 23.57% 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

Bellevue Asset Management's MMP Position: Q3 2023 in Review

Bellevue Asset Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 548 shares — an estimated $34.2K sold.

Bellevue Asset Management first reported a position in MMP in Q4 2019 and held it in 15 quarters. The position peaked at $34.2K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Bellevue Asset Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Bellevue Asset Management sold 548 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $34.2K.
Bellevue Asset Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 15 quarters.
Bellevue Asset Management's Magellan Midstream Partners, L.P. position peaked at $34.2K in Q2 2023.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Bellevue Asset Management's 13F filing for Q3 2023, filed 25 Oct 2023.