GFPC
MMP

Global Financial Private Client’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Global Financial Private Client’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
-100
Closed -$6.25K – 696
2023
Q2 		$6.25K Hold
100
– – ﹤0.01% 483
2023
Q1 		$5.46K Hold
100
– – ﹤0.01% 499
2022
Q4 		$5.02K Hold
100
– – ﹤0.01% 488
2022
Q3 		$4.77K Buy
+100
New +$5.02K ﹤0.01% 472
2021
Q3 		– Sell
-1,000
Closed -$49K – 610
2021
Q2 		$49K Hold
1,000
– – 0.03% 252
2021
Q1 		$44.2K Hold
1,000
– – 0.03% 221
2020
Q4 		$42.4K Hold
1,000
– – 0.03% 208
2020
Q3 		$33.6K Hold
1,000
– – 0.03% 216
2020
Q2 		$42.9K Hold
1,000
– – 0.04% 228
2020
Q1 		$34.8K Hold
1,000
– – 0.04% 248
2019
Q4 		$62.9K Buy
+1,000
New +$62.3K 0.05% 212

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
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
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Global Financial Private Client's MMP Position: Q3 2023 in Review

Global Financial Private Client sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 100 shares — an estimated $6.25K sold.

Global Financial Private Client first reported a position in MMP in Q4 2019 and held it in 11 quarters. The position peaked at $62.9K in Q4 2019. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Global Financial Private Client reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Global Financial Private Client sold 100 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $6.25K.
  • Global Financial Private Client first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 11 quarters.
  • Global Financial Private Client's Magellan Midstream Partners, L.P. position peaked at $62.9K in Q4 2019.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Global Financial Private Client's 13F filing for Q3 2023, filed 16 May 2024.