RIA
MMP

Realta Investment Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Realta Investment Advisors’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
-1,963
Closed -$122K – 828
2023
Q2 		$122K Buy
+1,963
New +$115K 0.03% 462
2019
Q4 		– Sell
-800
Closed -$54K – 1709
2019
Q3 		$54K Buy
+800
New +$52.7K 0.01% 655

Other funds holding MMP

Bradley Foster & Sargent
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
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Geneos Wealth Management
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

Realta Investment Advisors's MMP Position: Q3 2023 in Review

Realta Investment Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 1,963 shares — an estimated $122K sold.

Realta Investment Advisors first reported a position in MMP in Q3 2019 and held it in 2 quarters. The position peaked at $122K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Realta Investment Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 1,963 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $122K.
  • Realta Investment Advisors first reported a position in Magellan Midstream Partners, L.P. in Q3 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Magellan Midstream Partners, L.P. position peaked at $122K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Realta Investment Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.