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

Level Four 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	-7,557	Closed	-$471K	–	879
2023 Q2	$471K	Buy	7,557 +63	+0.8%	+$3.68K	0.03%	488
2023 Q1	$407K	Buy	+7,494	New	+$397K	0.03%	488
2021 Q2	–	Sell	-6,119	Closed	-$265K	–	688
2021 Q1	$265K	Buy	6,119 +318	+5%	+$13.9K	0.02%	532
2020 Q4	$246K	Sell	5,801 -869	-13%	-$34.7K	0.02%	512
2020 Q3	$228K	Sell	6,670 -3,448	-34%	-$136K	0.02%	491
2020 Q2	$438K	Buy	10,118 +3,723	+58%	+$157K	0.03%	385
2020 Q1	$232K	Buy	6,395 +1,330	+26%	+$71.4K	0.03%	432
2019 Q4	$318K	Sell	5,065 -900	-15%	-$56.1K	0.01%	457
2019 Q3	$395K	Sell	5,965 -145	-2%	-$9.55K	0.04%	357
2019 Q2	$393K	Sell	6,110 -190	-3%	-$11.8K	0.04%	369
2019 Q1	$382K	Sell	6,300 -1,690	-21%	-$102K	0.04%	359
2018 Q4	$456K	Buy	7,990 +53	+0.7%	+$3.27K	0.06%	315
2018 Q3	$537K	Sell	7,937 -16,118	-67%	-$1.12M	0.06%	328
2018 Q2	$1.66M	Buy	24,055 +3,811	+19%	+$256K	0.12%	167
2018 Q1	$1.18M	Sell	20,244 -4,409	-18%	-$296K	0.09%	202
2017 Q4	$1.75M	Buy	24,653 +433	+2%	+$29.5K	0.14%	142
2017 Q3	$1.72M	Buy	24,220 +16,477	+213%	+$1.14M	0.15%	131
2017 Q2	$593K	Sell	7,743 -13,964	-64%	-$1.03M	0.09%	221
2017 Q1	$1.67M	Sell	21,707 -7,345	-25%	-$570K	0.17%	124
2016 Q4	$2.2M	Buy	+29,052	New	+$2.03M	0.28%	73

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

Level Four Advisory Services's MMP Position: Q3 2023 in Review

Level Four Advisory Services sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 7,557 shares — an estimated $471K sold.

Level Four Advisory Services first reported a position in MMP in Q4 2016 and held it in 20 quarters. The position peaked at $2.2M in Q4 2016. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Level Four Advisory Services reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Level Four Advisory Services sold 7,557 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $471K.
Level Four Advisory Services first reported a position in Magellan Midstream Partners, L.P. in Q4 2016 and held it in 20 quarters.
Level Four Advisory Services's Magellan Midstream Partners, L.P. position peaked at $2.2M in Q4 2016.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

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