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

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

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

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

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 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

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. 10 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.
10 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.