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

Focused 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	-214	Closed	-$13.3K	–	1121
2023 Q2	$13.3K	Hold	214	–	–	﹤0.01%	497
2023 Q1	$11.6K	Hold	214	–	–	﹤0.01%	513
2022 Q4	$10.7K	Hold	214	–	–	﹤0.01%	517
2022 Q3	$10K	Hold	214	–	–	﹤0.01%	502
2022 Q2	$10K	Hold	214	–	–	﹤0.01%	502
2022 Q1	$11K	Hold	214	–	–	﹤0.01%	541
2021 Q4	$10K	Hold	214	–	–	﹤0.01%	596
2021 Q3	$10K	Hold	214	–	–	﹤0.01%	613
2021 Q2	$10K	Hold	214	–	–	﹤0.01%	618
2021 Q1	$9K	Hold	214	–	–	﹤0.01%	626
2020 Q4	$9K	Hold	214	–	–	﹤0.01%	579
2020 Q3	$7K	Hold	214	–	–	﹤0.01%	565
2020 Q2	$9K	Hold	214	–	–	﹤0.01%	510
2020 Q1	$8K	Hold	214	–	–	﹤0.01%	488
2019 Q4	$13K	Hold	214	–	–	﹤0.01%	473
2019 Q3	$14K	Hold	214	–	–	﹤0.01%	439
2019 Q2	$14K	Hold	214	–	–	﹤0.01%	475
2019 Q1	$13K	Hold	214	–	–	﹤0.01%	433
2018 Q4	$12K	Buy	+214	New	+$13.2K	﹤0.01%	440
2018 Q3	–	Sell	-214	Closed	-$15K	–	735
2018 Q2	$15K	Hold	214	–	–	0.01%	398
2018 Q1	$12K	Hold	214	–	–	﹤0.01%	459
2017 Q4	$15K	Sell	214 -214	-50%	-$14.6K	﹤0.01%	417
2017 Q3	$30K	Buy	428 +214	+100%	+$14.8K	0.01%	302
2017 Q2	$15K	Hold	214	–	–	0.01%	420
2017 Q1	$16K	Hold	214	–	–	0.01%	410
2016 Q4	$16K	Hold	214	–	–	0.01%	418
2016 Q3	$15K	Hold	214	–	–	0.01%	401
2016 Q2	$16K	Hold	214	–	–	0.01%	385
2016 Q1	$15K	Hold	214	–	–	0.01%	340
2015 Q4	$15K	Hold	214	–	–	0.01%	352
2015 Q3	$13K	Hold	214	–	–	0.01%	364
2015 Q2	$16K	Hold	214	–	–	0.01%	342
2015 Q1	$16K	Hold	214	–	–	0.01%	356
2014 Q4	$18K	Hold	214	–	–	0.01%	327
2014 Q3	$18K	Hold	214	–	–	0.01%	337
2014 Q2	$18K	Hold	214	–	–	0.01%	336
2014 Q1	$15K	Hold	214	–	–	0.01%	339
2013 Q4	$14K	Hold	214	–	–	0.01%	350
2013 Q3	$12K	Buy	+214	New	+$11.8K	0.01%	340

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

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

Focused Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 214 shares — an estimated $13.3K sold.

Focused Wealth Management first reported a position in MMP in Q3 2013 and held it in 39 quarters. The position peaked at $30K in Q3 2017. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Focused Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Focused Wealth Management sold 214 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $13.3K.
Focused Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q3 2013 and held it in 39 quarters.
Focused Wealth Management's Magellan Midstream Partners, L.P. position peaked at $30K in Q3 2017.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Focused Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.