Pacific Center for Financial Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Pacific Center for Financial Services’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	-275	Closed	-$17.1K	–	423
2023 Q2	$17.1K	Hold	275	–	–	0.01%	248
2023 Q1	$14.9K	Buy	+275	New	+$14.6K	0.01%	253
2022 Q3	$13K	Hold	275	–	–	0.01%	265
2022 Q2	$13K	Hold	275	–	–	0.01%	257
2022 Q1	$13K	Hold	275	–	–	﹤0.01%	262
2021 Q4	$13K	Hold	275	–	–	0.01%	264
2021 Q3	$13K	Hold	275	–	–	0.01%	266
2021 Q2	$13K	Hold	275	–	–	0.01%	245
2021 Q1	$12K	Hold	275	–	–	0.01%	241
2020 Q4	$12K	Hold	275	–	–	﹤0.01%	234
2020 Q3	$9K	Hold	275	–	–	﹤0.01%	220
2020 Q2	$12K	Hold	275	–	–	0.01%	196
2020 Q1	$10K	Hold	275	–	–	0.01%	187
2019 Q4	$17K	Hold	275	–	–	0.01%	184
2019 Q3	$18K	Hold	275	–	–	0.01%	180
2019 Q2	$18K	Hold	275	–	–	0.01%	182
2019 Q1	$17K	Sell	275 -62	-18%	-$3.75K	0.01%	176
2018 Q4	$19K	Hold	337	–	–	0.01%	166
2018 Q3	$23K	Hold	337	–	–	0.01%	160
2018 Q2	$23K	Hold	337	–	–	0.01%	148
2018 Q1	$20K	Hold	337	–	–	0.01%	156
2017 Q4	$24K	Hold	337	–	–	0.01%	141
2017 Q3	$24K	Hold	337	–	–	0.02%	137
2017 Q2	$24K	Hold	337	–	–	0.02%	134
2017 Q1	$26K	Hold	337	–	–	0.02%	128
2016 Q4	$25K	Buy	+337	New	+$23.6K	0.02%	134

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

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

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 $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

Pacific Center for Financial Services's MMP Position: Q3 2023 in Review

Pacific Center for Financial Services sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 275 shares — an estimated $17.1K sold.

Pacific Center for Financial Services first reported a position in MMP in Q4 2016 and held it in 26 quarters. The position peaked at $26K in Q1 2017. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Pacific Center for Financial Services reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Pacific Center for Financial Services sold 275 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $17.1K.
Pacific Center for Financial Services first reported a position in Magellan Midstream Partners, L.P. in Q4 2016 and held it in 26 quarters.
Pacific Center for Financial Services's Magellan Midstream Partners, L.P. position peaked at $26K in Q1 2017.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Pacific Center for Financial Services's 13F filing for Q3 2023, filed 15 Nov 2023.