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

BerganKDV 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 Q2	$143K	Sell	2,290 -509	-18%	-$29.7K	0.01%	256
2023 Q1	$152K	Buy	2,799 +10	+0.4%	+$530	0.02%	260
2022 Q4	$140K	Buy	2,789 +9	+0.3%	+$457	0.02%	272
2022 Q3	$132K	Buy	2,780 +10	+0.4%	+$502	0.02%	263
2022 Q2	$132K	Buy	2,770 +10	+0.4%	+$499	0.02%	279
2022 Q1	$135K	Buy	2,760 +70	+3%	+$3.39K	0.01%	280
2021 Q4	$125K	Sell	2,690 -150	-5%	-$7.09K	0.01%	308
2021 Q3	$129K	Hold	2,840	–	–	0.01%	292
2021 Q2	$139K	Hold	2,840	–	–	0.02%	278
2021 Q1	$123K	Hold	2,840	–	–	0.02%	278
2020 Q4	$121K	Hold	2,840	–	–	0.02%	262
2020 Q3	$97K	Hold	2,840	–	–	0.02%	266
2020 Q2	$123K	Hold	2,840	–	–	0.02%	262
2020 Q1	$104K	Hold	2,840	–	–	0.02%	257
2019 Q4	$179K	Buy	+2,840	New	+$177K	0.03%	231

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BerganKDV Wealth Management's MMP Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Magellan Midstream Partners, L.P. (MMP) stake by 18% in Q2 2023, selling an estimated $29.7K and leaving 2,290 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #256.

BerganKDV Wealth Management first reported a position in MMP in Q4 2019 and has held it in 15 quarters since. The position peaked at $179K in Q4 2019. 612 funds tracked by Wall St. Rank hold MMP as of Q2 2023.

BerganKDV Wealth Management held 2,290 shares of Magellan Midstream Partners, L.P. worth $143K as of Q2 2023.
BerganKDV Wealth Management sold 509 Magellan Midstream Partners, L.P. shares in Q2 2023, an estimated $29.7K.
Magellan Midstream Partners, L.P. made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #256 holding.
BerganKDV Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Magellan Midstream Partners, L.P. position peaked at $179K in Q4 2019.
612 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.