Modera Wealth Management
MMP

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

Modera 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
-5,791
Closed -$361K – 588
2023
Q2 		$361K Buy
+5,791
New +$338K 0.01% 437
2019
Q2 		– Sell
-5,140
Closed -$312K – 153
2019
Q1 		$312K Buy
+5,140
New +$311K 0.06% 102

Other funds holding MMP

Bradley Foster & Sargent
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
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
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 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

Modera Wealth Management's MMP Position: Q3 2023 in Review

Modera Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,791 shares — an estimated $361K sold.

Modera Wealth Management first reported a position in MMP in Q1 2019 and held it in 2 quarters. The position peaked at $361K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Modera Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Modera Wealth Management sold 5,791 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $361K.
  • Modera Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q1 2019 and held it in 2 quarters.
  • Modera Wealth Management's Magellan Midstream Partners, L.P. position peaked at $361K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Modera Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.