FAIM
MMP

Financial Advocates Investment Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Financial Advocates Investment 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
-3,497
Closed -$218K – 740
2023
Q2 		$218K Sell
3,497
-502
-13% -$29.3K 0.02% 625
2023
Q1 		$217K Buy
3,999
+2
+0.1% +$106 0.02% 660
2022
Q4 		$201K Buy
+3,997
New +$203K 0.02% 693

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 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

Financial Advocates Investment Management's MMP Position: Q3 2023 in Review

Financial Advocates Investment Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 3,497 shares — an estimated $218K sold.

Financial Advocates Investment Management first reported a position in MMP in Q4 2022 and held it in 3 quarters. The position peaked at $218K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Financial Advocates Investment Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,497 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $218K.
  • Financial Advocates Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2022 and held it in 3 quarters.
  • Financial Advocates Investment Management's Magellan Midstream Partners, L.P. position peaked at $218K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Financial Advocates Investment Management's 13F filing for Q3 2023, filed 27 Oct 2023.