IMA Advisory Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

IMA Advisory Services’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	-173	Closed	-$10.8K	–	298
2023 Q2	$10.8K	Buy	+173	New	+$10.1K	﹤0.01%	246
2023 Q1	–	Sell	-346	Closed	-$17.4K	–	350
2022 Q4	$17.4K	Hold	346	–	–	﹤0.01%	228
2022 Q3	$16K	Hold	346	–	–	﹤0.01%	232
2022 Q2	$17K	Hold	346	–	–	﹤0.01%	236
2022 Q1	$17K	Hold	346	–	–	﹤0.01%	220
2021 Q4	$16K	Hold	346	–	–	﹤0.01%	233
2021 Q3	$16K	Hold	346	–	–	﹤0.01%	219
2021 Q2	$17K	Hold	346	–	–	﹤0.01%	210
2021 Q1	$15K	Hold	346	–	–	﹤0.01%	219
2020 Q4	$15K	Hold	346	–	–	﹤0.01%	206
2020 Q3	$12K	Hold	346	–	–	﹤0.01%	204
2020 Q2	$15K	Hold	346	–	–	0.01%	187
2020 Q1	$13K	Hold	346	–	–	0.01%	194
2019 Q4	$22K	Hold	346	–	–	0.01%	181
2019 Q3	$23K	Hold	346	–	–	0.01%	180
2019 Q2	$22K	Buy	+346	New	+$21.5K	0.01%	177

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 $479M AUM 31.52% 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

IMA Advisory Services's MMP Position: Q3 2023 in Review

IMA Advisory Services sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 173 shares — an estimated $10.8K sold.

IMA Advisory Services first reported a position in MMP in Q2 2019 and held it in 16 quarters. The position peaked at $23K in Q3 2019. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

IMA Advisory Services reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
IMA Advisory Services sold 173 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $10.8K.
IMA Advisory Services first reported a position in Magellan Midstream Partners, L.P. in Q2 2019 and held it in 16 quarters.
IMA Advisory Services's Magellan Midstream Partners, L.P. position peaked at $23K in Q3 2019.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on IMA Advisory Services's 13F filing for Q3 2023, filed 28 Nov 2023.