RFN
MMP

RDA Financial Network’s Magellan Midstream Partners, L.P. MMP Stock Holding History

RDA Financial Network’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
-6,803
Closed -$424K – 239
2023
Q2 		$424K Sell
6,803
-50
-0.7% -$2.92K 0.18% 122
2023
Q1 		$372K Hold
6,853
– – 0.17% 128
2022
Q4 		$344K Sell
6,853
-853
-11% -$43.3K 0.17% 137
2022
Q3 		$366K Sell
7,706
-66
-0.8% -$3.31K 0.2% 126
2022
Q2 		$371K Hold
7,772
– – 0.19% 130
2022
Q1 		$381K Hold
7,772
– – 0.16% 142
2021
Q4 		$361K Sell
7,772
-57
-0.7% -$2.69K 0.15% 154
2021
Q3 		$357K Sell
7,829
-61
-0.8% -$2.9K 0.16% 151
2021
Q2 		$386K Sell
7,890
-213
-3% -$10.3K 0.17% 138
2021
Q1 		$351K Sell
8,103
-70
-0.9% -$3.06K 0.15% 148
2020
Q4 		$347K Buy
8,173
+493
+6% +$19.7K 0.16% 145
2020
Q3 		$263K Sell
7,680
-738
-9% -$29.2K 0.12% 176
2020
Q2 		$363K Buy
8,418
+266
+3% +$11.2K 0.18% 126
2020
Q1 		$297K Buy
8,152
+865
+12% +$46.4K 0.18% 124
2019
Q4 		$467K Buy
7,287
+696
+11% +$43.4K 0.19% 127
2019
Q3 		$390K Buy
6,591
+1,794
+37% +$118K 0.17% 137
2019
Q2 		$311K Buy
4,797
+537
+13% +$33.3K 0.14% 162
2019
Q1 		$266K Buy
+4,260
New +$257K 0.13% 171

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
PR
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
IA
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

RDA Financial Network's MMP Position: Q3 2023 in Review

RDA Financial Network sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 6,803 shares — an estimated $424K sold.

RDA Financial Network first reported a position in MMP in Q1 2019 and held it in 18 quarters. The position peaked at $467K in Q4 2019. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • RDA Financial Network reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • RDA Financial Network sold 6,803 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $424K.
  • RDA Financial Network first reported a position in Magellan Midstream Partners, L.P. in Q1 2019 and held it in 18 quarters.
  • RDA Financial Network's Magellan Midstream Partners, L.P. position peaked at $467K in Q4 2019.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on RDA Financial Network's 13F filing for Q3 2023, filed 18 Oct 2023.