GWS
MMP

Glassman Wealth Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Glassman Wealth Services’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
-2,095
Closed -$131K – 2084
2023
Q2 		$131K Hold
2,095
– – 0.02% 228
2023
Q1 		$114K Hold
2,095
– – 0.02% 248
2022
Q4 		$105K Hold
2,095
– – 0.02% 259
2022
Q3 		$100K Hold
2,095
– – 0.02% 245
2022
Q2 		$100K Hold
2,095
– – 0.02% 252
2022
Q1 		$103K Buy
+2,095
New +$101K 0.02% 257
2017
Q1 		– Sell
-53
Closed -$4K – 718
2016
Q4 		$4K Buy
+53
New +$3.71K ﹤0.01% 463

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

Glassman Wealth Services's MMP Position: Q3 2023 in Review

Glassman Wealth Services sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 2,095 shares — an estimated $131K sold.

Glassman Wealth Services first reported a position in MMP in Q4 2016 and held it in 7 quarters. The position peaked at $131K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Glassman Wealth Services reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 2,095 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $131K.
  • Glassman Wealth Services first reported a position in Magellan Midstream Partners, L.P. in Q4 2016 and held it in 7 quarters.
  • Glassman Wealth Services's Magellan Midstream Partners, L.P. position peaked at $131K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

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