WPC
MMP

Wedmont Private Capital’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Wedmont Private Capital’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
-6,600
Closed -$422K – 541
2023
Q2 		$422K Hold
6,600
– – 0.05% 290
2023
Q1 		$359K Hold
6,600
– – 0.05% 290
2022
Q4 		$347K Buy
6,600
+600
+10% +$30.4K 0.05% 302
2022
Q3 		$285K Hold
6,000
– – 0.06% 261
2022
Q2 		$287K Hold
6,000
– – 0.06% 245
2022
Q1 		$300K Hold
6,000
– – 0.07% 235
2021
Q4 		$293K Buy
+6,000
New +$284K 0.09% 177

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 $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 $4.31B 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

Wedmont Private Capital's MMP Position: Q3 2023 in Review

Wedmont Private Capital sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 6,600 shares — an estimated $422K sold.

Wedmont Private Capital first reported a position in MMP in Q4 2021 and held it in 7 quarters. The position peaked at $422K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Wedmont Private Capital reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Wedmont Private Capital sold 6,600 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $422K.
  • Wedmont Private Capital first reported a position in Magellan Midstream Partners, L.P. in Q4 2021 and held it in 7 quarters.
  • Wedmont Private Capital's Magellan Midstream Partners, L.P. position peaked at $422K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Wedmont Private Capital's 13F filing for Q3 2023, filed 10 Oct 2023.