PrairieView Partners’s Magellan Midstream Partners, L.P. MMP Stock Holding History

PrairieView Partners’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	-5,100	Closed	-$317K	–	491
2023 Q2	$317K	Hold	5,100	–	–	0.04%	94
2023 Q1	$276K	Hold	5,100	–	–	0.04%	93
2022 Q4	$256K	Hold	5,100	–	–	0.04%	96
2022 Q3	$242K	Hold	5,100	–	–	0.04%	89
2022 Q2	$244K	Hold	5,100	–	–	0.04%	96
2022 Q1	$250K	Hold	5,100	–	–	0.04%	94
2021 Q4	$237K	Hold	5,100	–	–	0.03%	96
2021 Q3	$232K	Hold	5,100	–	–	0.03%	87
2021 Q2	$249K	Hold	5,100	–	–	0.04%	84
2021 Q1	$221K	Hold	5,100	–	–	0.04%	87
2020 Q4	$216K	Buy	5,100 +900	+21%	+$35.9K	0.04%	82
2020 Q3	$144K	Hold	4,200	–	–	0.03%	93
2020 Q2	$181K	Hold	4,200	–	–	0.04%	79
2020 Q1	$153K	Buy	4,200 +200	+5%	+$10.7K	0.04%	89
2019 Q4	$251K	Hold	4,000	–	–	0.05%	75
2019 Q3	$265K	Buy	+4,000	New	+$263K	0.06%	70
2018 Q2	–	Sell	-4,000	Closed	-$233K	–	69
2018 Q1	$233K	Hold	4,000	–	–	0.06%	63
2017 Q4	$284K	Buy	+4,000	New	+$273K	0.08%	56

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

PrairieView Partners's MMP Position: Q3 2023 in Review

PrairieView Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,100 shares — an estimated $317K sold.

PrairieView Partners first reported a position in MMP in Q4 2017 and held it in 18 quarters. The position peaked at $317K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

PrairieView Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
PrairieView Partners sold 5,100 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $317K.
PrairieView Partners first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 18 quarters.
PrairieView Partners's Magellan Midstream Partners, L.P. position peaked at $317K in Q2 2023.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on PrairieView Partners's 13F filing for Q3 2023, filed 23 Oct 2023.