RSWM
MMP

Robertson Stephens Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Robertson Stephens 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
-13,999
Closed -$872K – 476
2023
Q2 		$872K Hold
13,999
– – 0.06% 208
2023
Q1 		$760K Buy
13,999
+6,275
+81% +$333K 0.06% 234
2022
Q4 		$388K Hold
7,724
– – 0.04% 295
2022
Q3 		$366K Sell
7,724
-9,600
-55% -$482K 0.04% 254
2022
Q2 		$827K Sell
17,324
-212
-1% -$10.6K 0.08% 180
2022
Q1 		$860K Buy
17,536
+1,350
+8% +$65.3K 0.07% 195
2021
Q4 		$751K Hold
16,186
– – 0.06% 213
2021
Q3 		$737K Sell
16,186
-1,003
-6% -$47.7K 0.08% 150
2021
Q2 		$840K Hold
17,189
– – 0.1% 150
2021
Q1 		$745K Buy
17,189
+614
+4% +$26.8K 0.12% 135
2020
Q4 		$703K Buy
16,575
+9,600
+138% +$383K 0.15% 116
2020
Q3 		$238K Hold
6,975
– – 0.06% 205
2020
Q2 		$301K Buy
+6,975
New +$295K 0.09% 145

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 $8.74B AUM 14.62% 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

Robertson Stephens Wealth Management's MMP Position: Q3 2023 in Review

Robertson Stephens Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 13,999 shares — an estimated $872K sold.

Robertson Stephens Wealth Management first reported a position in MMP in Q2 2020 and held it in 13 quarters. The position peaked at $872K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Robertson Stephens Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 13,999 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $872K.
  • Robertson Stephens Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2020 and held it in 13 quarters.
  • Robertson Stephens Wealth Management's Magellan Midstream Partners, L.P. position peaked at $872K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.