RG
MMP

Retirement Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Retirement Group’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
-169
Closed -$10.6K – 838
2023
Q2 		$10.6K Hold
169
– – ﹤0.01% 402
2023
Q1 		$9K Hold
169
– – ﹤0.01% 413
2022
Q4 		$9K Hold
169
– – ﹤0.01% 375
2022
Q3 		$8K Hold
169
– – 0.01% 287
2022
Q2 		$8K Hold
169
– – ﹤0.01% 478
2022
Q1 		$8K Hold
169
– – ﹤0.01% 504
2021
Q4 		$8K Hold
169
– – ﹤0.01% 478
2021
Q3 		$8K Hold
169
– – ﹤0.01% 409
2021
Q2 		$8K Hold
169
– – ﹤0.01% 445
2021
Q1 		$7K Buy
169
+4
+2% +$175 ﹤0.01% 524
2020
Q4 		$7K Buy
165
+4
+2% +$160 ﹤0.01% 476
2020
Q3 		$6K Buy
161
+3
+2% +$119 ﹤0.01% 478
2020
Q2 		$7K Buy
+158
New +$6.67K ﹤0.01% 425
2019
Q4 		$6K Buy
+100
New +$6.23K ﹤0.01% 441

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

Retirement Group's MMP Position: Q3 2023 in Review

Retirement Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 169 shares — an estimated $10.6K sold.

Retirement Group first reported a position in MMP in Q4 2019 and held it in 14 quarters. The position peaked at $10.6K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Retirement Group reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Retirement Group sold 169 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $10.6K.
  • Retirement Group first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 14 quarters.
  • Retirement Group's Magellan Midstream Partners, L.P. position peaked at $10.6K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Retirement Group's 13F filing for Q3 2023, filed 6 Nov 2023.