QPW
MMP

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

Quantum Private Wealth’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
-11,087
Closed -$691K – 190
2023
Q2 		$691K Sell
11,087
-166
-1% -$9.69K 0.32% 74
2023
Q1 		$611K Buy
11,253
+59
+0.5% +$3.13K 0.33% 76
2022
Q4 		$562K Sell
11,194
-56
-0.5% -$2.84K 0.36% 75
2022
Q3 		$534K Buy
11,250
+360
+3% +$18.1K 0.33% 79
2022
Q2 		$520K Hold
10,890
– – 0.31% 76
2022
Q1 		$534K Hold
10,890
– – 0.23% 94
2021
Q4 		$505K Buy
+10,890
New +$515K 0.19% 109

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

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

Quantum Private Wealth sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 11,087 shares — an estimated $691K sold.

Quantum Private Wealth first reported a position in MMP in Q4 2021 and held it in 7 quarters. The position peaked at $691K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Quantum Private Wealth reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Quantum Private Wealth sold 11,087 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $691K.
  • Quantum Private Wealth first reported a position in Magellan Midstream Partners, L.P. in Q4 2021 and held it in 7 quarters.
  • Quantum Private Wealth's Magellan Midstream Partners, L.P. position peaked at $691K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Quantum Private Wealth's 13F filing for Q3 2023, filed 2 Nov 2023.