MW
MMP

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

Marcum Wealth’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
-4,811
Closed -$300K – 401
2023
Q2 		$300K Sell
4,811
-72
-1% -$4.2K 0.04% 247
2023
Q1 		$265K Buy
4,883
+107
+2% +$5.67K 0.03% 266
2022
Q4 		$240K Sell
4,776
-835
-15% -$42.4K 0.03% 278
2022
Q3 		$267K Buy
5,611
+254
+5% +$12.7K 0.04% 255
2022
Q2 		$256K Buy
5,357
+17
+0.3% +$848 0.04% 263
2022
Q1 		$262K Buy
5,340
+457
+9% +$22.1K 0.04% 267
2021
Q4 		$227K Sell
4,883
-469
-9% -$22.2K 0.03% 304
2021
Q3 		$244K Buy
5,352
+30
+0.6% +$1.43K 0.04% 272
2021
Q2 		$260K Buy
5,322
+127
+2% +$6.16K 0.04% 240
2021
Q1 		$225K Buy
+5,195
New +$227K 0.04% 263

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 $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 $567M AUM 16.01% 1-Year Est. Return

Marcum Wealth's MMP Position: Q3 2023 in Review

Marcum Wealth sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,811 shares — an estimated $300K sold.

Marcum Wealth first reported a position in MMP in Q1 2021 and held it in 10 quarters. The position peaked at $300K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Marcum Wealth reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Marcum Wealth sold 4,811 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $300K.
  • Marcum Wealth first reported a position in Magellan Midstream Partners, L.P. in Q1 2021 and held it in 10 quarters.
  • Marcum Wealth's Magellan Midstream Partners, L.P. position peaked at $300K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Marcum Wealth's 13F filing for Q3 2023, filed 10 Oct 2023.