Ropes Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Ropes Wealth 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	-5,764	Closed	-$359K	–	284
2023 Q2	$359K	Sell	5,764 -51,923	-90%	-$3.03M	0.06%	208
2023 Q1	$3.13M	Hold	57,687	–	–	0.57%	44
2022 Q4	$2.9M	Hold	57,687	–	–	0.52%	44
2022 Q3	$2.74M	Hold	57,687	–	–	0.58%	43
2022 Q2	$2.75M	Sell	57,687 -200	-0.3%	-$9.98K	0.57%	46
2022 Q1	$2.84M	Buy	+57,887	New	+$2.8M	0.49%	56
2021 Q1	–	Sell	-4,000	Closed	-$170K	–	845
2020 Q4	$170K	Hold	4,000	–	–	0.03%	242
2020 Q3	$137K	Hold	4,000	–	–	0.03%	236
2020 Q2	$173K	Hold	4,000	–	–	0.04%	202
2020 Q1	$146K	Hold	4,000	–	–	0.04%	195
2019 Q4	$251K	Hold	4,000	–	–	0.05%	190
2019 Q3	$265K	Hold	4,000	–	–	0.06%	194
2019 Q2	$256K	Hold	4,000	–	–	0.05%	204
2019 Q1	$243K	Hold	4,000	–	–	0.06%	200
2018 Q4	$228K	Hold	4,000	–	–	0.07%	199
2018 Q3	$271K	Hold	4,000	–	–	0.07%	198
2018 Q2	$276K	Hold	4,000	–	–	0.07%	200
2018 Q1	$233K	Hold	4,000	–	–	0.06%	209
2017 Q4	$284K	Hold	4,000	–	–	0.07%	189
2017 Q3	$284K	Sell	4,000 -190	-5%	-$13.1K	0.08%	184
2017 Q2	$299K	Buy	4,190 +190	+5%	+$14K	0.08%	187
2017 Q1	$308K	Hold	4,000	–	–	0.09%	182
2016 Q4	$303K	Hold	4,000	–	–	0.1%	168
2016 Q3	$283K	Hold	4,000	–	–	0.1%	169
2016 Q2	$304K	Hold	4,000	–	–	0.11%	153
2016 Q1	$275K	Hold	4,000	–	–	0.12%	127
2015 Q4	$272K	Hold	4,000	–	–	0.12%	134
2015 Q3	$240K	Hold	4,000	–	–	0.13%	119
2015 Q2	$294K	Hold	4,000	–	–	0.16%	103
2015 Q1	$307K	Buy	+4,000	New	+$320K	0.16%	104

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

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

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

Ropes Wealth Advisors's MMP Position: Q3 2023 in Review

Ropes Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,764 shares — an estimated $359K sold.

Ropes Wealth Advisors first reported a position in MMP in Q1 2015 and held it in 30 quarters. The position peaked at $3.13M in Q1 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Ropes Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Ropes Wealth Advisors sold 5,764 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $359K.
Ropes Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q1 2015 and held it in 30 quarters.
Ropes Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $3.13M in Q1 2023.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.