SWM
MMP

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

Selective 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
-5,925
Closed -$372K – 119
2023
Q2 		$372K Buy
+5,925
New +$346K 0.19% 66
2022
Q4 		$335K Sell
6,325
-1,050
-14% -$53.3K 0.18% 79
2022
Q3 		$350K Buy
7,375
+275
+4% +$13.8K 0.15% 84
2022
Q2 		$339K Buy
7,100
+3,000
+73% +$150K 0.12% 100
2022
Q1 		$201K Buy
+4,100
New +$198K 0.07% 134
2020
Q2 		– Sell
-540
Closed -$20K – 434
2020
Q1 		$20K Buy
+540
New +$29K 0.03% 107

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 $4.82B AUM 20.19% 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

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

Selective Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,925 shares — an estimated $372K sold.

Selective Wealth Management first reported a position in MMP in Q1 2020 and held it in 6 quarters. The position peaked at $372K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Selective Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Selective Wealth Management sold 5,925 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $372K.
  • Selective Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q1 2020 and held it in 6 quarters.
  • Selective Wealth Management's Magellan Midstream Partners, L.P. position peaked at $372K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Selective Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.