PWPS
MMP

Pinnacle Wealth Planning Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Pinnacle Wealth Planning 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
-4,200
Closed -$262K – 491
2023
Q2 		$262K Hold
4,200
– – 0.04% 293
2023
Q1 		$228K Hold
4,200
– – 0.04% 341
2022
Q4 		$211K Buy
+4,200
New +$213K 0.04% 358
2022
Q3 		– Sell
-4,200
Closed -$201K – 456
2022
Q2 		$201K Buy
+4,200
New +$210K 0.04% 351

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

Pinnacle Wealth Planning Services's MMP Position: Q3 2023 in Review

Pinnacle Wealth Planning Services sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,200 shares — an estimated $262K sold.

Pinnacle Wealth Planning Services first reported a position in MMP in Q2 2022 and held it in 4 quarters. The position peaked at $262K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Pinnacle Wealth Planning Services reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 4,200 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $262K.
  • Pinnacle Wealth Planning Services first reported a position in Magellan Midstream Partners, L.P. in Q2 2022 and held it in 4 quarters.
  • Pinnacle Wealth Planning Services's Magellan Midstream Partners, L.P. position peaked at $262K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2023, filed 8 Nov 2023.