Global Retirement Partners
MMP

Global Retirement Partners’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Global Retirement Partners’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
-7,002
Closed -$436K – 3364
2023
Q2 		$436K Buy
7,002
+335
+5% +$19.6K 0.02% 479
2023
Q1 		$366K Buy
6,667
+4,852
+267% +$257K 0.02% 495
2022
Q4 		$91.1K Buy
1,815
+490
+37% +$24.9K 0.01% 844
2022
Q3 		$72K Buy
1,325
+5
+0.4% +$251 0.01% 884
2022
Q2 		$63K Buy
1,320
+250
+23% +$12.5K 0.01% 909
2022
Q1 		$52K Buy
+1,070
New +$51.8K ﹤0.01% 987
2021
Q4 		– Sell
-966
Closed -$44K – 1948
2021
Q3 		$44K Buy
966
+150
+18% +$7.13K ﹤0.01% 900
2021
Q2 		$40K Buy
816
+180
+28% +$8.72K ﹤0.01% 955
2021
Q1 		$28K Buy
636
+571
+878% +$25K ﹤0.01% 1002
2020
Q4 		$3K Hold
65
– – ﹤0.01% 1568
2020
Q3 		$2K Sell
65
-9
-12% -$356 ﹤0.01% 1526
2020
Q2 		$3K Hold
74
– – ﹤0.01% 1428
2020
Q1 		$3K Sell
74
-191
-72% -$10.3K ﹤0.01% 1375
2019
Q4 		$17K Hold
265
– – ﹤0.01% 1008
2019
Q3 		$18K Sell
265
-65
-20% -$4.28K ﹤0.01% 944
2019
Q2 		$21K Hold
330
– – ﹤0.01% 881
2019
Q1 		$20K Hold
330
– – ﹤0.01% 833
2018
Q4 		$19K Hold
330
– – ﹤0.01% 770
2018
Q3 		$22K Hold
330
– – 0.01% 784
2018
Q2 		$23K Hold
330
– – 0.01% 760
2018
Q1 		$19K Hold
330
– – 0.01% 783
2017
Q4 		$23K Hold
330
– – 0.01% 693
2017
Q3 		$23K Buy
330
+275
+500% +$19K 0.01% 615
2017
Q2 		$4K Sell
55
-645
-92% -$47.4K ﹤0.01% 1001
2017
Q1 		$54K Buy
+700
New +$54.3K 0.03% 368

Other funds holding MMP

Bradley Foster & Sargent
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
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Geneos Wealth Management
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

Global Retirement Partners's MMP Position: Q3 2023 in Review

Global Retirement Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 7,002 shares — an estimated $436K sold.

Global Retirement Partners first reported a position in MMP in Q1 2017 and held it in 25 quarters. The position peaked at $436K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Global Retirement Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Global Retirement Partners sold 7,002 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $436K.
  • Global Retirement Partners first reported a position in Magellan Midstream Partners, L.P. in Q1 2017 and held it in 25 quarters.
  • Global Retirement Partners's Magellan Midstream Partners, L.P. position peaked at $436K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.