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

Signature Wealth Management Partners’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	-5,784	Closed	-$360K	–	103
2023 Q2	$360K	Sell	5,784 -1,404	-20%	-$82K	0.33%	65
2023 Q1	$390K	Buy	7,188 +135	+2%	+$7.15K	0.36%	63
2022 Q4	$354K	Buy	7,053 +135	+2%	+$6.85K	0.35%	67
2022 Q3	$329K	Sell	6,918 -865	-11%	-$43.4K	0.36%	66
2022 Q2	$372K	Buy	7,783 +139	+2%	+$6.94K	0.38%	68
2022 Q1	$375K	Buy	7,644 +139	+2%	+$6.73K	0.32%	71
2021 Q4	$349K	Buy	7,505 +2,778	+59%	+$131K	0.3%	74
2021 Q3	$215K	Buy	4,727 +75	+2%	+$3.57K	0.19%	102
2021 Q2	$228K	Buy	+4,652	New	+$225K	0.21%	97

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 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

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 $683M AUM 22.58% 1-Year Est. Return

Signature Wealth Management Partners's MMP Position: Q3 2023 in Review

Signature Wealth Management Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,784 shares — an estimated $360K sold.

Signature Wealth Management Partners first reported a position in MMP in Q2 2021 and held it in 9 quarters. The position peaked at $390K in Q1 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Signature Wealth Management Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Signature Wealth Management Partners sold 5,784 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $360K.
Signature Wealth Management Partners first reported a position in Magellan Midstream Partners, L.P. in Q2 2021 and held it in 9 quarters.
Signature Wealth Management Partners's Magellan Midstream Partners, L.P. position peaked at $390K in Q1 2023.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Signature Wealth Management Partners's 13F filing for Q3 2023, filed 24 Oct 2023.