WP
MMP

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

WealthPLAN 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
-200
Closed -$12.5K – 1253
2023
Q2 		$12.5K Hold
200
– – ﹤0.01% 756
2023
Q1 		$10.9K Buy
+200
New +$10.6K ﹤0.01% 843
2016
Q3 		– Sell
-1,078
Closed -$41K – 1086
2016
Q2 		$41K Buy
+1,078
New +$76.5K 0.01% 1009
2015
Q4 		$13.6K Buy
+600
New +$38.9K ﹤0.01% 1054
2015
Q2 		$15K Buy
+200
New +$16.1K 0.01% 283

Other funds holding MMP

BFS
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

WealthPLAN Partners's MMP Position: Q3 2023 in Review

WealthPLAN Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 200 shares — an estimated $12.5K sold.

WealthPLAN Partners first reported a position in MMP in Q2 2015 and held it in 5 quarters. The position peaked at $41K in Q2 2016. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • WealthPLAN Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 200 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $12.5K.
  • WealthPLAN Partners first reported a position in Magellan Midstream Partners, L.P. in Q2 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Magellan Midstream Partners, L.P. position peaked at $41K in Q2 2016.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.