Independent Advisor Alliance
MMP

Independent Advisor Alliance’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Independent Advisor Alliance’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
-9,998
Closed -$623K – 707
2023
Q2 		$623K Sell
9,998
-249
-2% -$14.5K 0.03% 382
2023
Q1 		$556K Sell
10,247
-760
-7% -$40.3K 0.03% 399
2022
Q4 		$553 Buy
11,007
+79
+0.7% +$4.01K ﹤0.01% 341
2022
Q3 		$519K Buy
10,928
+529
+5% +$26.5K 0.03% 362
2022
Q2 		$497K Sell
10,399
-65
-0.6% -$3.24K 0.03% 369
2022
Q1 		$513K Buy
10,464
+210
+2% +$10.2K 0.02% 388
2021
Q4 		$476K Sell
10,254
-899
-8% -$42.5K 0.02% 406
2021
Q3 		$508K Buy
11,153
+187
+2% +$8.89K 0.03% 375
2021
Q2 		$536K Buy
10,966
+27
+0.2% +$1.31K 0.03% 378
2021
Q1 		$474K Sell
10,939
-760
-6% -$33.2K 0.03% 385
2020
Q4 		$496K Buy
11,699
+1,412
+14% +$56.3K 0.03% 346
2020
Q3 		$352K Buy
10,287
+995
+11% +$39.4K 0.03% 360
2020
Q2 		$401K Buy
9,292
+592
+7% +$25K 0.04% 312
2020
Q1 		$317K Sell
8,700
-735
-8% -$39.5K 0.05% 272
2019
Q4 		$593K Sell
9,435
-124
-1% -$7.72K 0.03% 491
2019
Q3 		$633K Buy
9,559
+90
+1% +$5.92K 0.08% 217
2019
Q2 		$606K Sell
9,469
-10
-0.1% -$621 0.09% 198
2019
Q1 		$575K Buy
9,479
+3,541
+60% +$214K 0.08% 208
2018
Q4 		$339K Sell
5,938
-23,345
-80% -$1.44M 0.06% 267
2018
Q3 		$1.65M Buy
29,283
+2,229
+8% +$155K 0.3% 83
2018
Q2 		$1.49M Buy
27,054
+20,816
+334% +$1.4M 0.31% 80
2018
Q1 		$359K Buy
6,238
+472
+8% +$31.7K 0.08% 229
2017
Q4 		$417K Buy
+5,766
New +$393K 0.09% 201

Other funds holding MMP

Bradley Foster & Sargent
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
PR
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
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Geneos Wealth Management
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

Independent Advisor Alliance's MMP Position: Q3 2023 in Review

Independent Advisor Alliance sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 9,998 shares — an estimated $623K sold.

Independent Advisor Alliance first reported a position in MMP in Q4 2017 and held it in 23 quarters. The position peaked at $1.65M in Q3 2018. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Independent Advisor Alliance reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,998 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $623K.
  • Independent Advisor Alliance first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 23 quarters.
  • Independent Advisor Alliance's Magellan Midstream Partners, L.P. position peaked at $1.65M in Q3 2018.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Independent Advisor Alliance's 13F filing for Q3 2023, filed 24 Oct 2023.