Gradient Investments’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Gradient Investments’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	-798	Closed	-$49.7K	–	1929
2023 Q2	$49.7K	Hold	798	–	–	﹤0.01%	506
2023 Q1	$43.3K	Sell	798 -1,957	-71%	-$104K	﹤0.01%	518
2022 Q4	$138K	Buy	2,755 +2,055	+294%	+$104K	﹤0.01%	341
2022 Q3	$33K	Hold	700	–	–	﹤0.01%	563
2022 Q2	$33K	Hold	700	–	–	﹤0.01%	551
2022 Q1	$34K	Hold	700	–	–	﹤0.01%	541
2021 Q4	$33K	Hold	700	–	–	﹤0.01%	568
2021 Q3	$32K	Buy	+700	New	+$33.3K	﹤0.01%	560
2019 Q1	–	Sell	-1,253	Closed	-$71K	–	1032
2018 Q4	$71K	Hold	1,253	–	–	﹤0.01%	303
2018 Q3	$85K	Hold	1,253	–	–	﹤0.01%	297
2018 Q2	$87K	Hold	1,253	–	–	﹤0.01%	277
2018 Q1	$73K	Hold	1,253	–	–	﹤0.01%	298
2017 Q4	$89K	Buy	+1,253	New	+$85.4K	0.01%	287
2017 Q3	–	Sell	-1,253	Closed	-$89K	–	756
2017 Q2	$89K	Hold	1,253	–	–	0.01%	267
2017 Q1	$96K	Hold	1,253	–	–	0.01%	265
2016 Q4	$95K	Buy	+1,253	New	+$87.8K	0.01%	217
2016 Q1	–	Sell	-56	Closed	-$4K	–	798
2015 Q4	$4K	Hold	56	–	–	﹤0.01%	536
2015 Q3	$3K	Hold	56	–	–	﹤0.01%	502
2015 Q2	$4K	Buy	+56	New	+$4.49K	﹤0.01%	492
2014 Q1	–	Sell	-2,500	Closed	-$158K	–	650
2013 Q4	$158K	Buy	+2,500	New	+$149K	0.04%	171

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

Gradient Investments's MMP Position: Q3 2023 in Review

Gradient Investments sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 798 shares — an estimated $49.7K sold.

Gradient Investments first reported a position in MMP in Q4 2013 and held it in 20 quarters. The position peaked at $158K in Q4 2013. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Gradient Investments reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 798 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $49.7K.
Gradient Investments first reported a position in Magellan Midstream Partners, L.P. in Q4 2013 and held it in 20 quarters.
Gradient Investments's Magellan Midstream Partners, L.P. position peaked at $158K in Q4 2013.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.