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

Private 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	-5,469	Closed	-$341K	–	171
2023 Q2	$341K	Hold	5,469	–	–	0.03%	116
2023 Q1	$297K	Buy	+5,469	New	+$290K	0.03%	125
2021 Q1	–	Sell	-5,469	Closed	-$232K	–	121
2020 Q4	$232K	Sell	5,469 -700	-11%	-$27.9K	0.03%	108
2020 Q3	$211K	Hold	6,169	–	–	0.02%	102
2020 Q2	$266K	Hold	6,169	–	–	0.04%	93
2020 Q1	$225K	Hold	6,169	–	–	0.04%	106
2019 Q4	$388K	Hold	6,169	–	–	0.05%	97
2019 Q3	$409K	Hold	6,169	–	–	0.06%	86
2019 Q2	$395K	Buy	6,169 +1,889	+44%	+$117K	0.06%	95
2019 Q1	$259K	Buy	+4,280	New	+$259K	0.04%	109
2014 Q1	–	Sell	-3,930	Closed	-$247K	–	176
2013 Q4	$247K	Hold	3,930	–	–	0.06%	159
2013 Q3	$222K	Hold	3,930	–	–	0.05%	158
2013 Q2	$214K	Buy	+3,930	New	+$206K	0.05%	163

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 $479M AUM 31.52% 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

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

Private Wealth Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,469 shares — an estimated $341K sold.

Private Wealth Partners first reported a position in MMP in Q2 2013 and held it in 13 quarters. The position peaked at $409K in Q3 2019. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Private Wealth Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Private Wealth Partners sold 5,469 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $341K.
Private Wealth Partners first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 13 quarters.
Private Wealth Partners's Magellan Midstream Partners, L.P. position peaked at $409K in Q3 2019.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Private Wealth Partners's 13F filing for Q3 2023, filed 7 Nov 2023.