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

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

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

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. 10 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.
10 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.