RWPA
MMP

Richard W. Paul & Associates’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Richard W. Paul & Associates’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
-102
Closed -$6.36K – 569
2023
Q2 		$6.36K Hold
102
– – ﹤0.01% 348
2023
Q1 		$5.54K Sell
102
-4
-4% -$212 ﹤0.01% 369
2022
Q4 		$5.32K Buy
+106
New +$5.38K ﹤0.01% 366

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 $567M AUM 16.01% 1-Year Est. Return

Richard W. Paul & Associates's MMP Position: Q3 2023 in Review

Richard W. Paul & Associates sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 102 shares — an estimated $6.36K sold.

Richard W. Paul & Associates first reported a position in MMP in Q4 2022 and held it in 3 quarters. The position peaked at $6.36K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Richard W. Paul & Associates reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 102 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $6.36K.
  • Richard W. Paul & Associates first reported a position in Magellan Midstream Partners, L.P. in Q4 2022 and held it in 3 quarters.
  • Richard W. Paul & Associates's Magellan Midstream Partners, L.P. position peaked at $6.36K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Richard W. Paul & Associates's 13F filing for Q3 2023, filed 12 Oct 2023.