BWL
MMP

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

Bogart Wealth LLC’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
-5,440
Closed -$339K – 1108
2023
Q2 		$339K Buy
5,440
+71
+1% +$4.14K 0.02% 162
2023
Q1 		$291K Buy
5,369
+79
+1% +$4.19K 0.02% 161
2022
Q4 		$266K Sell
5,290
-5
-0.1% -$254 0.02% 163
2022
Q3 		$252K Buy
5,295
+356
+7% +$17.9K 0.02% 160
2022
Q2 		$236K Buy
4,939
+81
+2% +$4.04K 0.02% 156
2022
Q1 		$238K Buy
4,858
+285
+6% +$13.8K 0.02% 151
2021
Q4 		$212K Buy
4,573
+2,565
+128% +$121K 0.02% 150
2021
Q3 		$92K Sell
2,008
-543
-21% -$25.8K 0.01% 195
2021
Q2 		$125K Buy
2,551
+555
+28% +$26.9K 0.01% 169
2021
Q1 		$87K Sell
1,996
-20
-1% -$875 0.01% 181
2020
Q4 		$85K Sell
2,016
-200
-9% -$7.98K 0.02% 166
2020
Q3 		$75K Sell
2,216
-92
-4% -$3.64K 0.02% 166
2020
Q2 		$100K Sell
2,308
-6,296
-73% -$266K 0.02% 138
2020
Q1 		$314K Sell
8,604
-415
-5% -$22.3K 0.09% 102
2019
Q4 		$567K Sell
9,019
-30,118
-77% -$1.88M 0.18% 77
2019
Q3 		$2.59M Buy
39,137
+285
+0.7% +$18.8K 1.28% 22
2019
Q2 		$2.49M Buy
38,852
+4,467
+13% +$277K 1.5% 21
2019
Q1 		$2.08M Buy
34,385
+8,604
+33% +$520K 1.01% 28
2018
Q4 		$1.47M Buy
25,781
+686
+3% +$42.4K 0.73% 30
2018
Q3 		$1.7M Buy
25,095
+2,412
+11% +$167K 0.98% 28
2018
Q2 		$1.57M Buy
22,683
+1,182
+5% +$79.4K 0.95% 28
2018
Q1 		$1.3M Buy
21,501
+2,466
+13% +$166K 0.75% 31
2017
Q4 		$1.35M Sell
19,035
-2,655
-12% -$181K 0.87% 31
2017
Q3 		$1.53M Buy
21,690
+76
+0.4% +$5.25K 1.13% 20
2017
Q2 		$1.54M Buy
21,614
+7,811
+57% +$574K 0.99% 22
2017
Q1 		$1.06M Buy
13,803
+558
+4% +$43.3K 0.71% 24
2016
Q4 		$1M Buy
+13,245
New +$928K 0.68% 27

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
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 $4.9B 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

Bogart Wealth LLC's MMP Position: Q3 2023 in Review

Bogart Wealth LLC sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,440 shares — an estimated $339K sold.

Bogart Wealth LLC first reported a position in MMP in Q4 2016 and held it in 27 quarters. The position peaked at $2.59M in Q3 2019. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Bogart Wealth LLC reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 5,440 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $339K.
  • Bogart Wealth LLC first reported a position in Magellan Midstream Partners, L.P. in Q4 2016 and held it in 27 quarters.
  • Bogart Wealth LLC's Magellan Midstream Partners, L.P. position peaked at $2.59M in Q3 2019.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Bogart Wealth LLC's 13F filing for Q3 2023, filed 30 Oct 2023.