NWM
MMP

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

NEIRG 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
-18,694
Closed -$1.16M – 149
2023
Q2 		$1.16M Sell
18,694
-2,794
-13% -$163K 0.21% 72
2023
Q1 		$1.17M Buy
21,488
+1,486
+7% +$78.7K 0.2% 77
2022
Q4 		$1M Buy
20,002
+2,477
+14% +$126K 0.19% 87
2022
Q3 		$833K Buy
+17,525
New +$880K 0.17% 94

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
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 $4.9B 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

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

NEIRG Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 18,694 shares — an estimated $1.16M sold.

NEIRG Wealth Management first reported a position in MMP in Q3 2022 and held it in 4 quarters. The position peaked at $1.17M in Q1 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • NEIRG Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 18,694 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.16M.
  • NEIRG Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q3 2022 and held it in 4 quarters.
  • NEIRG Wealth Management's Magellan Midstream Partners, L.P. position peaked at $1.17M in Q1 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.