SWM
MMP

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

SeaCrest 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
-3,304
Closed -$206K – 664
2023
Q2 		$206K Sell
3,304
-9,209
-74% -$538K 0.03% 571
2023
Q1 		$679K Sell
12,513
-600
-5% -$31.8K 0.09% 250
2022
Q4 		$658K Buy
13,113
+107
+0.8% +$5.43K 0.09% 252
2022
Q3 		$618K Buy
13,006
+748
+6% +$37.5K 0.09% 238
2022
Q2 		$585K Sell
12,258
-1,700
-12% -$84.8K 0.07% 282
2022
Q1 		$685K Buy
13,958
+2,575
+23% +$125K 0.08% 266
2021
Q4 		$529K Hold
11,383
– – 0.06% 340
2021
Q3 		$519K Sell
11,383
-100
-0.9% -$4.75K 0.06% 330
2021
Q2 		$562K Buy
11,483
+1,320
+13% +$64K 0.07% 312
2021
Q1 		$441K Hold
10,163
– – 0.06% 343
2020
Q4 		$431K Sell
10,163
-78
-0.8% -$3.11K 0.06% 334
2020
Q3 		$350K Buy
10,241
+422
+4% +$16.7K 0.06% 343
2020
Q2 		$424K Buy
9,819
+1,510
+18% +$63.8K 0.07% 281
2020
Q1 		$303K Sell
8,309
-1,878
-18% -$101K 0.07% 326
2019
Q4 		$640K Sell
10,187
-2,639
-21% -$164K 0.11% 225
2019
Q3 		$850K Sell
12,826
-2,721
-18% -$179K 0.16% 161
2019
Q2 		$995K Hold
15,547
– – 0.2% 117
2019
Q1 		$943K Sell
15,547
-128
-0.8% -$7.73K 0.16% 132
2018
Q4 		$894K Sell
15,675
-46
-0.3% -$2.84K 0.18% 115
2018
Q3 		$1.06M Buy
15,721
+881
+6% +$61.1K 0.18% 107
2018
Q2 		$1.02M Buy
14,840
+42
+0.3% +$2.82K 0.18% 106
2018
Q1 		$863K Buy
14,798
+457
+3% +$30.7K 0.16% 130
2017
Q4 		$1.02M Buy
+14,341
New +$977K 0.19% 105

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

SeaCrest Wealth Management's MMP Position: Q3 2023 in Review

SeaCrest Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 3,304 shares — an estimated $206K sold.

SeaCrest Wealth Management first reported a position in MMP in Q4 2017 and held it in 23 quarters. The position peaked at $1.06M in Q3 2018. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • SeaCrest Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • SeaCrest Wealth Management sold 3,304 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $206K.
  • SeaCrest Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 23 quarters.
  • SeaCrest Wealth Management's Magellan Midstream Partners, L.P. position peaked at $1.06M in Q3 2018.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on SeaCrest Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.