IHWM
MMP

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

Iron Horse 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
-250
Closed -$15.6K – 512
2023
Q2 		$15.6K Sell
250
-81
-24% -$4.73K 0.01% 127
2023
Q1 		$18K Sell
331
-110
-25% -$5.83K 0.01% 111
2022
Q4 		$22K Buy
441
+191
+76% +$9.69K 0.01% 100
2022
Q3 		$12K Sell
250
-110
-31% -$5.52K 0.02% 87
2022
Q2 		$17K Buy
360
+50
+16% +$2.5K 0.01% 109
2022
Q1 		$15K Hold
310
– – 0.01% 117
2021
Q4 		$14K Buy
+310
New +$14.6K 0.01% 114

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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 $567M AUM 16.01% 1-Year Est. Return

Iron Horse Wealth Management's MMP Position: Q3 2023 in Review

Iron Horse Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 250 shares — an estimated $15.6K sold.

Iron Horse Wealth Management first reported a position in MMP in Q4 2021 and held it in 7 quarters. The position peaked at $22K in Q4 2022. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Iron Horse Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 250 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $15.6K.
  • Iron Horse Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2021 and held it in 7 quarters.
  • Iron Horse Wealth Management's Magellan Midstream Partners, L.P. position peaked at $22K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Iron Horse Wealth Management's 13F filing for Q3 2023, filed 18 Oct 2023.