Center for Financial Planning’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Center for Financial Planning’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	-800	Closed	-$49.9K	–	581
2023 Q2	$49.9K	Hold	800	–	–	0.01%	231
2023 Q1	$43.4K	Hold	800	–	–	0.01%	233
2022 Q4	$40.2K	Hold	800	–	–	0.01%	237
2022 Q3	$38K	Hold	800	–	–	0.01%	232
2022 Q2	$38K	Hold	800	–	–	0.01%	239
2022 Q1	$39K	Hold	800	–	–	0.01%	254
2021 Q4	$37K	Sell	800 -1	-0.1%	-$47	0.01%	264
2021 Q3	$37K	Buy	801 +1	+0.1%	+$48	0.01%	251
2021 Q2	$39K	Hold	800	–	–	0.01%	245
2021 Q1	$35K	Hold	800	–	–	0.01%	249
2020 Q4	$34K	Hold	800	–	–	0.01%	240
2020 Q3	$27K	Hold	800	–	–	0.01%	237
2020 Q2	$35K	Hold	800	–	–	0.01%	213
2020 Q1	$29K	Hold	800	–	–	0.01%	223
2019 Q4	$50K	Buy	+800	New	+$49.8K	0.01%	183

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

Center for Financial Planning's MMP Position: Q3 2023 in Review

Center for Financial Planning sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 800 shares — an estimated $49.9K sold.

Center for Financial Planning first reported a position in MMP in Q4 2019 and held it in 15 quarters. The position peaked at $50K in Q4 2019. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Center for Financial Planning reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Center for Financial Planning sold 800 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $49.9K.
Center for Financial Planning first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 15 quarters.
Center for Financial Planning's Magellan Midstream Partners, L.P. position peaked at $50K in Q4 2019.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.