PWP
MMP

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

Principle Wealth 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
-5,095
Closed -$318K – 334
2023
Q2 		$318K Sell
5,095
-7,440
-59% -$434K 0.03% 255
2023
Q1 		$680K Sell
12,535
-5,600
-31% -$297K 0.07% 168
2022
Q4 		$911K Sell
18,135
-2,165
-11% -$110K 0.1% 140
2022
Q3 		$964 Sell
20,300
-1,035
-5% -$51.9K 0.09% 122
2022
Q2 		$1.02M Hold
21,335
– – 0.12% 132
2022
Q1 		$1.05M Hold
21,335
– – 0.11% 132
2021
Q4 		$991K Sell
21,335
-1,010
-5% -$47.7K 0.1% 140
2021
Q3 		$1.02M Sell
22,345
-1,094
-5% -$52K 0.12% 127
2021
Q2 		$1.15M Sell
23,439
-835
-3% -$40.5K 0.13% 121
2021
Q1 		$1.05M Buy
24,274
+51
+0.2% +$2.23K 0.12% 123
2020
Q4 		$1.03M Buy
+24,223
New +$966K 0.14% 119
2020
Q3 		– Sell
-1,010
Closed -$44K – 458
2020
Q2 		$44K Buy
+1,010
New +$42.7K 0.01% 290

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

Principle Wealth Partners's MMP Position: Q3 2023 in Review

Principle Wealth Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,095 shares — an estimated $318K sold.

Principle Wealth Partners first reported a position in MMP in Q2 2020 and held it in 12 quarters. The position peaked at $1.15M in Q2 2021. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Principle Wealth Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Principle Wealth Partners sold 5,095 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $318K.
  • Principle Wealth Partners first reported a position in Magellan Midstream Partners, L.P. in Q2 2020 and held it in 12 quarters.
  • Principle Wealth Partners's Magellan Midstream Partners, L.P. position peaked at $1.15M in Q2 2021.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Principle Wealth Partners's 13F filing for Q3 2023, filed 1 Nov 2023.