CFD
MMP

Creative Financial Designs’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Creative Financial Designs’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
-1,280
Closed -$79.8K – 1556
2023
Q2 		$79.8K Hold
1,280
– – 0.01% 537
2023
Q1 		$69.5K Hold
1,280
– – 0.01% 524
2022
Q4 		$64.3K Hold
1,280
– – 0.01% 526
2022
Q3 		$61K Hold
1,280
– – 0.01% 514
2022
Q2 		$61K Hold
1,280
– – 0.01% 519
2022
Q1 		$63K Hold
1,280
– – 0.01% 516
2021
Q4 		$59K Hold
1,280
– – 0.01% 541
2021
Q3 		$58K Buy
+1,280
New +$60.9K 0.01% 579

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
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $567M AUM 16.01% 1-Year Est. Return

Creative Financial Designs's MMP Position: Q3 2023 in Review

Creative Financial Designs sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 1,280 shares — an estimated $79.8K sold.

Creative Financial Designs first reported a position in MMP in Q3 2021 and held it in 8 quarters. The position peaked at $79.8K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Creative Financial Designs reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Creative Financial Designs sold 1,280 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $79.8K.
  • Creative Financial Designs first reported a position in Magellan Midstream Partners, L.P. in Q3 2021 and held it in 8 quarters.
  • Creative Financial Designs's Magellan Midstream Partners, L.P. position peaked at $79.8K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Creative Financial Designs's 13F filing for Q3 2023, filed 14 Nov 2023.