TSWM
MMP

Tyler-Stone Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Tyler-Stone 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
-300
Closed -$19K – 970
2023
Q2 		$19K Buy
+300
New +$17.5K 0.01% 493
2022
Q4 		$15K Hold
300
– – 0.01% 495
2022
Q3 		$14K Hold
300
– – 0.01% 496
2022
Q2 		$14K Hold
300
– – 0.01% 510
2022
Q1 		$15K Hold
300
– – 0.01% 510
2021
Q4 		$14K Buy
+300
New +$14.2K 0.01% 551

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

Tyler-Stone Wealth Management's MMP Position: Q3 2023 in Review

Tyler-Stone Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 300 shares — an estimated $19K sold.

Tyler-Stone Wealth Management first reported a position in MMP in Q4 2021 and held it in 6 quarters. The position peaked at $19K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Tyler-Stone Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 300 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $19K.
  • Tyler-Stone Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2021 and held it in 6 quarters.
  • Tyler-Stone Wealth Management's Magellan Midstream Partners, L.P. position peaked at $19K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.