LA
MMP

LexAurum Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

LexAurum Advisors’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
-31,600
Closed -$1.97M – 303
2023
Q2 		$1.97M Sell
31,600
-215
-0.7% -$12.6K 0.59% 35
2023
Q1 		$1.73M Hold
31,815
– – 0.57% 37
2022
Q4 		$1.6M Hold
31,815
– – 0.57% 38
2022
Q3 		$1.51M Hold
31,815
– – 0.58% 37
2022
Q2 		$1.52M Buy
31,815
+1,020
+3% +$50.9K 0.57% 37
2022
Q1 		$1.51M Hold
30,795
– – 0.49% 43
2021
Q4 		$1.43M Buy
30,795
+14,400
+88% +$680K 0.47% 45
2021
Q3 		$747K Buy
16,395
+380
+2% +$18.1K 0.22% 120
2021
Q2 		$783K Hold
16,015
– – 0.23% 111
2021
Q1 		$694K Buy
+16,015
New +$700K 0.24% 98

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 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 $4.31B 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 $683M AUM 22.58% 1-Year Est. Return

LexAurum Advisors's MMP Position: Q3 2023 in Review

LexAurum Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 31,600 shares — an estimated $1.97M sold.

LexAurum Advisors first reported a position in MMP in Q1 2021 and held it in 10 quarters. The position peaked at $1.97M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • LexAurum Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • LexAurum Advisors sold 31,600 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.97M.
  • LexAurum Advisors first reported a position in Magellan Midstream Partners, L.P. in Q1 2021 and held it in 10 quarters.
  • LexAurum Advisors's Magellan Midstream Partners, L.P. position peaked at $1.97M in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on LexAurum Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.