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

V 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	-10,641	Closed	-$663K	–	387
2023 Q2	$663K	Buy	10,641 +4	+0%	+$233	0.11%	168
2023 Q1	$577K	Buy	10,637 +4	+0%	+$212	0.11%	178
2022 Q4	$534K	Sell	10,633 -13	-0.1%	-$660	0.11%	182
2022 Q3	$506K	Buy	10,646 +5	+0%	+$251	0.1%	196
2022 Q2	$508K	Buy	10,641 +4	+0%	+$200	0.1%	217
2022 Q1	$522K	Buy	10,637 +5	+0%	+$242	0.08%	237
2021 Q4	$494K	Buy	10,632 +305	+3%	+$14.4K	0.07%	255
2021 Q3	$471K	Sell	10,327 -195	-2%	-$9.27K	0.07%	276
2021 Q2	$515K	Sell	10,522 -2,359	-18%	-$114K	0.08%	269
2021 Q1	$559K	Buy	12,881 +555	+5%	+$24.3K	0.1%	230
2020 Q4	$523K	Buy	+12,326	New	+$492K	0.11%	205
2020 Q3	–	Sell	-8,419	Closed	-$363K	–	363
2020 Q2	$363K	Buy	8,419 +100	+1%	+$4.22K	0.09%	234
2020 Q1	$304K	Buy	8,319 +316	+4%	+$17K	0.1%	219
2019 Q4	$530K	Hold	8,003	–	–	0.19%	129
2019 Q3	$530K	Buy	8,003 +1	+0%	+$66	0.19%	129
2019 Q2	$510K	Buy	8,002 +1,837	+30%	+$114K	0.19%	127
2019 Q1	$378K	Buy	6,165 +100	+2%	+$6.04K	0.15%	152
2018 Q4	$373K	Buy	6,065 +100	+2%	+$6.18K	0.19%	135
2018 Q3	$405K	Sell	5,965 -226	-4%	-$15.7K	0.19%	135
2018 Q2	$422K	Buy	6,191 +1,166	+23%	+$78.4K	0.24%	111
2018 Q1	$290K	Hold	5,025	–	–	0.15%	151
2017 Q4	$375K	Sell	5,025 -4	-0.1%	-$273	0.19%	129
2017 Q3	$355K	Hold	5,029	–	–	0.18%	118
2017 Q2	$356K	Sell	5,029 -1,094	-18%	-$80.4K	0.17%	121
2017 Q1	$470K	Sell	6,123 -144	-2%	-$11.2K	0.29%	94
2016 Q4	$473K	Sell	6,267 -606	-9%	-$42.4K	0.35%	86
2016 Q3	$485K	Buy	6,873 +2	+0%	+$143	0.39%	77
2016 Q2	$521K	Buy	6,871 +40	+0.6%	+$2.84K	0.43%	77
2016 Q1	$465K	Buy	+6,831	New	+$447K	0.37%	74

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 $8.74B AUM 14.62% 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

V Wealth Advisors's MMP Position: Q3 2023 in Review

V Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 10,641 shares — an estimated $663K sold.

V Wealth Advisors first reported a position in MMP in Q1 2016 and held it in 29 quarters. The position peaked at $663K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

V Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 10,641 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $663K.
V Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q1 2016 and held it in 29 quarters.
V Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $663K in Q2 2023.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.