GFS
MMP

GYL Financial Synergies’s Magellan Midstream Partners, L.P. MMP Stock Holding History

GYL Financial Synergies’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
-4,151
Closed -$259K – 349
2023
Q2 		$259K Sell
4,151
-5,399
-57% -$315K 0.02% 298
2023
Q1 		$518K Buy
9,550
+4,954
+108% +$263K 0.06% 185
2022
Q4 		$231K Buy
4,596
+20
+0.4% +$1.01K 0.05% 195
2022
Q3 		$217K Buy
4,576
+21
+0.5% +$1.05K 0.06% 178
2022
Q2 		$218K Buy
4,555
+21
+0.5% +$1.05K 0.06% 176
2022
Q1 		$222K Hold
4,534
– – 0.05% 191
2021
Q4 		$211K Hold
4,534
– – 0.06% 199
2021
Q3 		$207K Hold
4,534
– – 0.11% 184
2021
Q2 		$222K Buy
+4,534
New +$220K 0.11% 169
2020
Q1 		– Sell
-3,534
Closed -$222K – 178
2019
Q4 		$222K Hold
3,534
– – 0.1% 167
2019
Q3 		$234K Hold
3,534
– – 0.12% 154
2019
Q2 		$226K Sell
3,534
-500
-12% -$31K 0.12% 142
2019
Q1 		$245K Sell
4,034
-500
-11% -$30.2K 0.14% 129
2018
Q4 		$259K Buy
+4,534
New +$280K 0.19% 109

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

GYL Financial Synergies's MMP Position: Q3 2023 in Review

GYL Financial Synergies sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,151 shares — an estimated $259K sold.

GYL Financial Synergies first reported a position in MMP in Q4 2018 and held it in 14 quarters. The position peaked at $518K in Q1 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • GYL Financial Synergies reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • GYL Financial Synergies sold 4,151 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $259K.
  • GYL Financial Synergies first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and held it in 14 quarters.
  • GYL Financial Synergies's Magellan Midstream Partners, L.P. position peaked at $518K in Q1 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on GYL Financial Synergies's 13F filing for Q3 2023, filed 6 Nov 2023.