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

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

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.