OFG
MMP

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

Oxford Financial 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
-4,338
Closed -$270K – 306
2023
Q2 		$270K Buy
4,338
+23
+0.5% +$1.34K 0.03% 191
2023
Q1 		$234K Buy
+4,315
New +$229K 0.03% 174
2022
Q3 		– Sell
-4,245
Closed -$203K – 276
2022
Q2 		$203K Buy
+4,245
New +$212K 0.03% 182

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

Oxford Financial Group's MMP Position: Q3 2023 in Review

Oxford Financial Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,338 shares — an estimated $270K sold.

Oxford Financial Group first reported a position in MMP in Q2 2022 and held it in 3 quarters. The position peaked at $270K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Oxford Financial Group reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Oxford Financial Group sold 4,338 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $270K.
  • Oxford Financial Group first reported a position in Magellan Midstream Partners, L.P. in Q2 2022 and held it in 3 quarters.
  • Oxford Financial Group's Magellan Midstream Partners, L.P. position peaked at $270K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Oxford Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.