IWC
MMP

Integrated Wealth Concepts’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Integrated Wealth Concepts’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
-11,022
Closed -$687K – 1645
2023
Q2 		$687K Sell
11,022
-1,105
-9% -$64.5K 0.01% 837
2023
Q1 		$658K Buy
12,127
+7,689
+173% +$407K 0.01% 766
2022
Q4 		$223K Sell
4,438
-39
-0.9% -$1.98K 0.01% 907
2022
Q3 		$213K Sell
4,477
-7,495
-63% -$376K 0.01% 845
2022
Q2 		$572K Buy
11,972
+861
+8% +$43K 0.02% 567
2022
Q1 		$545K Buy
11,111
+6,773
+156% +$328K 0.02% 554
2021
Q4 		$201K Sell
4,338
-441
-9% -$20.8K 0.01% 941
2021
Q3 		$218K Buy
+4,779
New +$227K 0.01% 862

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
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
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

Integrated Wealth Concepts's MMP Position: Q3 2023 in Review

Integrated Wealth Concepts sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 11,022 shares — an estimated $687K sold.

Integrated Wealth Concepts first reported a position in MMP in Q3 2021 and held it in 8 quarters. The position peaked at $687K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Integrated Wealth Concepts reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 11,022 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $687K.
  • Integrated Wealth Concepts first reported a position in Magellan Midstream Partners, L.P. in Q3 2021 and held it in 8 quarters.
  • Integrated Wealth Concepts's Magellan Midstream Partners, L.P. position peaked at $687K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Integrated Wealth Concepts's 13F filing for Q3 2023, filed 15 Nov 2023.