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

Evermay 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 Q3	–	Sell	-5,912	Closed	-$368K	–	583
2023 Q2	$368K	Hold	5,912	–	–	0.07%	124
2023 Q1	$321K	Hold	5,912	–	–	0.06%	125
2022 Q4	$297K	Hold	5,912	–	–	0.06%	137
2022 Q3	$281K	Hold	5,912	–	–	0.06%	137
2022 Q2	$282K	Hold	5,912	–	–	0.05%	137
2022 Q1	$290K	Hold	5,912	–	–	0.05%	157
2021 Q4	$275K	Hold	5,912	–	–	0.05%	142
2021 Q3	$269K	Sell	5,912 -1,252	-17%	-$59.5K	0.05%	139
2021 Q2	$350K	Hold	7,164	–	–	0.06%	126
2021 Q1	$311K	Hold	7,164	–	–	0.06%	139
2020 Q4	$304K	Hold	7,164	–	–	0.07%	134
2020 Q3	$245K	Hold	7,164	–	–	0.06%	141
2020 Q2	$309K	Hold	7,164	–	–	0.08%	112
2020 Q1	$261K	Hold	7,164	–	–	0.08%	115
2019 Q4	$450K	Buy	7,164 +2,900	+68%	+$181K	0.11%	95
2019 Q3	$283K	Hold	4,264	–	–	0.08%	123
2019 Q2	$273K	Hold	4,264	–	–	0.08%	124
2019 Q1	$259K	Hold	4,264	–	–	0.07%	123
2018 Q4	$243K	Hold	4,264	–	–	0.08%	118
2018 Q3	$289K	Hold	4,264	–	–	0.09%	111
2018 Q2	$295K	Hold	4,264	–	–	0.1%	106
2018 Q1	$249K	Sell	4,264 -2,900	-40%	-$195K	0.09%	114
2017 Q4	$508K	Hold	7,164	–	–	0.19%	63
2017 Q3	$509K	Hold	7,164	–	–	0.22%	43
2017 Q2	$511K	Sell	7,164 -100	-1%	-$7.34K	0.23%	39
2017 Q1	$559K	Buy	7,264 +2,900	+66%	+$225K	0.25%	38
2016 Q4	$330K	Hold	4,364	–	–	0.16%	49
2016 Q3	$309K	Hold	4,364	–	–	0.16%	53
2016 Q2	$332K	Sell	4,364 -274	-6%	-$19.4K	0.17%	48
2016 Q1	$319K	Hold	4,638	–	–	0.18%	48
2015 Q4	$315K	Sell	4,638 -1,842	-28%	-$119K	0.19%	48
2015 Q3	$390K	Buy	6,480 +730	+13%	+$49.8K	0.23%	40
2015 Q2	$422K	Hold	5,750	–	–	0.25%	39
2015 Q1	$441K	Buy	5,750 +47	+0.8%	+$3.76K	0.26%	42
2014 Q4	$471K	Buy	5,703 +609	+12%	+$49.8K	0.31%	41
2014 Q3	$429K	Buy	5,094 +660	+15%	+$54.9K	0.37%	43
2014 Q2	$373K	Buy	4,434 +170	+4%	+$13.3K	0.32%	48
2014 Q1	$297K	Hold	4,264	–	–	0.32%	49
2013 Q4	$270K	Buy	+4,264	New	+$255K	0.38%	39

Other funds holding MMP

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

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

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

Evermay Wealth Management's MMP Position: Q3 2023 in Review

Evermay Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,912 shares — an estimated $368K sold.

Evermay Wealth Management first reported a position in MMP in Q4 2013 and held it in 39 quarters. The position peaked at $559K in Q1 2017. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Evermay Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Evermay Wealth Management sold 5,912 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $368K.
Evermay Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2013 and held it in 39 quarters.
Evermay Wealth Management's Magellan Midstream Partners, L.P. position peaked at $559K in Q1 2017.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Evermay Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.