U.S. Capital Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

U.S. Capital Wealth Advisors’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	-138,718	Closed	-$8.64M	–	693
2023 Q2	$8.64M	Sell	138,718 -28,726	-17%	-$1.68M	0.41%	56
2023 Q1	$9.09M	Buy	167,444 +17,995	+12%	+$954K	0.42%	50
2022 Q4	$7.5M	Buy	149,449 +41,674	+39%	+$2.11M	0.35%	59
2022 Q3	$5.12M	Buy	107,775 +40,166	+59%	+$2.02M	0.26%	84
2022 Q2	$3.23M	Buy	67,609 +5,273	+8%	+$263K	0.14%	150
2022 Q1	$3.06M	Buy	62,336 +1,912	+3%	+$92.5K	0.11%	183
2021 Q4	$2.81M	Buy	60,424 +211	+0.4%	+$9.97K	0.11%	201
2021 Q3	$2.75M	Buy	+60,213	New	+$2.86M	0.12%	197

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 28.32% 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 $567M AUM 16.01% 1-Year Est. Return

U.S. Capital Wealth Advisors's MMP Position: Q3 2023 in Review

U.S. Capital Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 138,718 shares — an estimated $8.64M sold.

U.S. Capital Wealth Advisors first reported a position in MMP in Q3 2021 and held it in 8 quarters. The position peaked at $9.09M in Q1 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

U.S. Capital Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 138,718 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $8.64M.
U.S. Capital Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q3 2021 and held it in 8 quarters.
U.S. Capital Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $9.09M in Q1 2023.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.