Levy Wealth Management Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Levy Wealth Management Group’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	-4,504	Closed	-$281K	–	112
2023 Q2	$281K	Buy	4,504 +6	+0.1%	+$350	0.08%	92
2023 Q1	$244K	Buy	4,498 +6	+0.1%	+$318	0.08%	95
2022 Q4	$226K	Buy	4,492 +7	+0.2%	+$355	0.08%	85
2022 Q3	$213K	Buy	+4,485	New	+$225K	0.09%	74
2022 Q2	–	Sell	-4,150	Closed	-$204K	–	80
2022 Q1	$204K	Buy	+4,150	New	+$201K	0.08%	71
2021 Q3	–	Sell	-4,150	Closed	-$203K	–	72
2021 Q2	$203K	Buy	+4,150	New	+$201K	0.12%	67

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

Levy Wealth Management Group's MMP Position: Q3 2023 in Review

Levy Wealth Management Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,504 shares — an estimated $281K sold.

Levy Wealth Management Group first reported a position in MMP in Q2 2021 and held it in 6 quarters. The position peaked at $281K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Levy Wealth Management Group reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Levy Wealth Management Group sold 4,504 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $281K.
Levy Wealth Management Group first reported a position in Magellan Midstream Partners, L.P. in Q2 2021 and held it in 6 quarters.
Levy Wealth Management Group's Magellan Midstream Partners, L.P. position peaked at $281K in Q2 2023.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Levy Wealth Management Group's 13F filing for Q3 2023, filed 25 Oct 2023.