IHT Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

IHT Wealth Management’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	-3,288	Closed	-$205K	–	1037
2023 Q2	$205K	Sell	3,288 -1,053	-24%	-$61.5K	0.01%	872
2023 Q1	$236K	Buy	4,341 +56	+1%	+$2.97K	0.01%	783
2022 Q4	$215K	Buy	4,285 +54	+1%	+$2.74K	0.01%	791
2022 Q3	$201K	Sell	4,231 -131	-3%	-$6.58K	0.02%	777
2022 Q2	$208K	Buy	4,362 +56	+1%	+$2.79K	0.02%	656
2022 Q1	$211K	Buy	+4,306	New	+$208K	0.02%	696
2021 Q3	–	Sell	-5,202	Closed	-$254K	–	1000
2021 Q2	$254K	Buy	5,202 +237	+5%	+$11.5K	0.02%	777
2021 Q1	$215K	Buy	4,965 +24	+0.5%	+$1.05K	0.02%	745
2020 Q4	$210K	Buy	+4,941	New	+$197K	0.02%	675
2020 Q3	–	Sell	-6,907	Closed	-$298K	–	695
2020 Q2	$298K	Sell	6,907 -334	-5%	-$14.1K	0.04%	416
2020 Q1	$264K	Buy	7,241 +1,977	+38%	+$106K	0.04%	425
2019 Q4	$331K	Buy	+5,264	New	+$328K	0.04%	424
2019 Q3	–	Sell	-4,888	Closed	-$313K	–	636
2019 Q2	$313K	Buy	4,888 +466	+11%	+$28.9K	0.05%	388
2019 Q1	$268K	Buy	+4,422	New	+$267K	0.04%	387
2018 Q4	–	Sell	-4,907	Closed	-$332K	–	520
2018 Q3	$332K	Buy	4,907 +117	+2%	+$8.12K	0.07%	298
2018 Q2	$331K	Sell	4,790 -1,289	-21%	-$86.6K	0.08%	285
2018 Q1	$350K	Sell	6,079 -266	-4%	-$17.9K	0.09%	243
2017 Q4	$459K	Buy	6,345 +5,362	+545%	+$365K	0.12%	209
2017 Q3	$69K	Sell	983 -32	-3%	-$2.21K	0.03%	433
2017 Q2	$1K	Buy	1,015 +249	+33%	+$18.3K	﹤0.01%	1387
2017 Q1	$59K	Buy	+766	New	+$59.4K	0.04%	384

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

IHT Wealth Management's MMP Position: Q3 2023 in Review

IHT Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 3,288 shares — an estimated $205K sold.

IHT Wealth Management first reported a position in MMP in Q1 2017 and held it in 21 quarters. The position peaked at $459K in Q4 2017. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

IHT Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
IHT Wealth Management sold 3,288 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $205K.
IHT Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q1 2017 and held it in 21 quarters.
IHT Wealth Management's Magellan Midstream Partners, L.P. position peaked at $459K in Q4 2017.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.