NFSG
MMP

Newbridge Financial Services Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Newbridge Financial Services 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
-643
Closed -$40.1K – 1421
2023
Q2 		$40.1K Buy
643
+551
+599% +$32.2K 0.02% 511
2023
Q1 		$4.98K Sell
92
-19
-17% -$1.01K ﹤0.01% 1071
2022
Q4 		$5.59K Buy
111
+90
+429% +$4.57K ﹤0.01% 1045
2022
Q3 		$1K Hold
21
– – ﹤0.01% 1364
2022
Q2 		$1K Buy
+21
New +$1.05K ﹤0.01% 1330
2021
Q3 		– Sell
-2,412
Closed -$118K – 1650
2021
Q2 		$118K Buy
2,412
+45
+2% +$2.18K 0.07% 252
2021
Q1 		$103K Buy
+2,367
New +$104K 0.08% 250
2020
Q4 		– Sell
-51
Closed -$2K – 1170
2020
Q3 		$2K Buy
+51
New +$2.02K ﹤0.01% 943

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Newbridge Financial Services Group's MMP Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 643 shares — an estimated $40.1K sold.

Newbridge Financial Services Group first reported a position in MMP in Q3 2020 and held it in 8 quarters. The position peaked at $118K in Q2 2021. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Newbridge Financial Services Group reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 643 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $40.1K.
  • Newbridge Financial Services Group first reported a position in Magellan Midstream Partners, L.P. in Q3 2020 and held it in 8 quarters.
  • Newbridge Financial Services Group's Magellan Midstream Partners, L.P. position peaked at $118K in Q2 2021.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.