Stratos Wealth Partners
MMP

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

Stratos Wealth 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
-5,613
Closed -$350K – 1339
2023
Q2 		$350K Buy
5,613
+65
+1% +$3.79K 0.01% 891
2023
Q1 		$301K Buy
5,548
+326
+6% +$17.3K 0.01% 873
2022
Q4 		$262K Sell
5,222
-85
-2% -$4.31K 0.01% 945
2022
Q3 		$252K Sell
5,307
-356
-6% -$17.9K 0.01% 931
2022
Q2 		$270K Buy
5,663
+42
+0.7% +$2.1K 0.01% 975
2022
Q1 		$276K Sell
5,621
-5,019
-47% -$243K 0.01% 1019
2021
Q4 		$494K Sell
10,640
-87
-0.8% -$4.11K 0.01% 816
2021
Q3 		$489K Sell
10,727
-1,124
-9% -$53.4K 0.01% 758
2021
Q2 		$580K Buy
11,851
+4,984
+73% +$242K 0.01% 722
2021
Q1 		$298K Sell
6,867
-5,562
-45% -$243K 0.01% 888
2020
Q4 		$528K Sell
12,429
-701
-5% -$28K 0.02% 661
2020
Q3 		$449K Buy
13,130
+909
+7% +$36K 0.01% 655
2020
Q2 		$528K Sell
12,221
-3,125
-20% -$132K 0.02% 577
2020
Q1 		$560K Sell
15,346
-4,753
-24% -$255K 0.03% 493
2019
Q4 		$1.26M Buy
20,099
+4,234
+27% +$264K 0.05% 329
2019
Q3 		$1.05M Buy
15,865
+1,065
+7% +$70.1K 0.05% 357
2019
Q2 		$947K Buy
14,800
+419
+3% +$26K 0.04% 383
2019
Q1 		$872K Buy
14,381
+106
+0.7% +$6.41K 0.04% 398
2018
Q4 		$815K Buy
14,275
+50
+0.4% +$3.09K 0.04% 384
2018
Q3 		$963K Sell
14,225
-812
-5% -$56.3K 0.04% 343
2018
Q2 		$1.04M Sell
15,037
-519
-3% -$34.9K 0.05% 355
2018
Q1 		$908K Buy
15,556
+262
+2% +$17.6K 0.04% 387
2017
Q4 		$1.08M Buy
15,294
+273
+2% +$18.6K 0.05% 337
2017
Q3 		$1.07M Sell
15,021
-806
-5% -$55.6K 0.05% 322
2017
Q2 		$1.13M Buy
15,827
+235
+2% +$17.3K 0.06% 276
2017
Q1 		$1.2M Buy
15,592
+1,566
+11% +$121K 0.07% 251
2016
Q4 		$1.06M Sell
14,026
-619
-4% -$43.4K 0.07% 258
2016
Q3 		$1.04M Buy
14,645
+1,090
+8% +$77.8K 0.07% 239
2016
Q2 		$1.03M Sell
13,555
-713
-5% -$50.6K 0.08% 214
2016
Q1 		$982K Buy
14,268
+42
+0.3% +$2.75K 0.08% 193
2015
Q4 		$966K Buy
14,226
+386
+3% +$25K 0.08% 182
2015
Q3 		$832K Buy
+13,840
New +$945K 0.1% 173
2015
Q2 		– Sell
-18,737
Closed -$1.44M – 626
2015
Q1 		$1.44M Sell
18,737
-163
-0.9% -$13K 0.17% 122
2014
Q4 		$1.56M Buy
18,900
+16,421
+662% +$1.34M 0.28% 93
2014
Q3 		$209K Hold
2,479
– – 0.05% 277
2014
Q2 		$208K Buy
+2,479
New +$194K 0.07% 285

Other funds holding MMP

Bradley Foster & Sargent
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
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 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

Stratos Wealth Partners's MMP Position: Q3 2023 in Review

Stratos Wealth Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,613 shares — an estimated $350K sold.

Stratos Wealth Partners first reported a position in MMP in Q2 2014 and held it in 36 quarters. The position peaked at $1.56M in Q4 2014. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Stratos Wealth Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Stratos Wealth Partners sold 5,613 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $350K.
  • Stratos Wealth Partners first reported a position in Magellan Midstream Partners, L.P. in Q2 2014 and held it in 36 quarters.
  • Stratos Wealth Partners's Magellan Midstream Partners, L.P. position peaked at $1.56M in Q4 2014.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

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