RDWM
MMP

Red Door Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Red Door Wealth Management’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
-19,963
Closed -$1.24M – 236
2023
Q2 		$1.24M Buy
19,963
+13
+0.1% +$759 0.28% 67
2023
Q1 		$1.08M Sell
19,950
-206
-1% -$10.9K 0.34% 65
2022
Q4 		$1.01M Sell
20,156
-50
-0.2% -$2.54K 0.33% 67
2022
Q3 		$960K Buy
20,206
+2,219
+12% +$111K 0.36% 65
2022
Q2 		$859K Buy
17,987
+1,037
+6% +$51.7K 0.32% 67
2022
Q1 		$831K Buy
16,950
+102
+0.6% +$4.94K 0.28% 67
2021
Q4 		$782K Buy
16,848
+544
+3% +$25.7K 0.26% 74
2021
Q3 		$743K Buy
16,304
+1,325
+9% +$63K 0.28% 70
2021
Q2 		$732K Buy
14,979
+586
+4% +$28.4K 0.28% 69
2021
Q1 		$626K Buy
14,393
+1,433
+11% +$62.7K 0.32% 69
2020
Q4 		$550K Buy
12,960
+759
+6% +$30.3K 0.32% 67
2020
Q3 		$421K Buy
12,201
+568
+5% +$22.5K 0.31% 76
2020
Q2 		$502K Sell
11,633
-2,587
-18% -$109K 0.37% 65
2020
Q1 		$518K Sell
14,220
-438
-3% -$23.5K 0.49% 51
2019
Q4 		$956K Buy
+14,658
New +$913K 0.85% 36

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 $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 $4.31B 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 $683M AUM 22.58% 1-Year Est. Return

Red Door Wealth Management's MMP Position: Q3 2023 in Review

Red Door Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 19,963 shares — an estimated $1.24M sold.

Red Door Wealth Management first reported a position in MMP in Q4 2019 and held it in 15 quarters. The position peaked at $1.24M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Red Door Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Red Door Wealth Management sold 19,963 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.24M.
  • Red Door Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 15 quarters.
  • Red Door Wealth Management's Magellan Midstream Partners, L.P. position peaked at $1.24M in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Red Door Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.