EWA
MMP

EverSource Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

EverSource Wealth Advisors’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
-691
Closed -$43.1K – 2693
2023
Q2 		$43.1K Hold
691
– – ﹤0.01% 894
2023
Q1 		$37.5K Hold
691
– – ﹤0.01% 888
2022
Q4 		$34.7K Buy
691
+241
+54% +$12.2K 0.01% 895
2022
Q3 		$21K Hold
450
– – ﹤0.01% 895
2022
Q2 		$21K Hold
450
– – 0.01% 821
2022
Q1 		$22K Hold
450
– – 0.01% 675
2021
Q4 		$21K Buy
+450
New +$21.3K 0.01% 670

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

EverSource Wealth Advisors's MMP Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 691 shares — an estimated $43.1K sold.

EverSource Wealth Advisors first reported a position in MMP in Q4 2021 and held it in 7 quarters. The position peaked at $43.1K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 691 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $43.1K.
  • EverSource Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2021 and held it in 7 quarters.
  • EverSource Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $43.1K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.