Western Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Western Wealth Management’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	-12,427	Closed	-$774K	–	679
2023 Q2	$774K	Sell	12,427 -214	-2%	-$12.5K	0.07%	287
2023 Q1	$686K	Buy	12,641 +3,275	+35%	+$174K	0.06%	299
2022 Q4	$470K	Sell	9,366 -4,265	-31%	-$216K	0.05%	350
2022 Q3	$676K	Sell	13,631 -60	-0.4%	-$3.01K	0.04%	398
2022 Q2	$653K	Sell	13,691 -130	-0.9%	-$6.49K	0.04%	403
2022 Q1	$679K	Buy	+13,821	New	+$669K	0.03%	437
2021 Q2	$228K	Buy	+4,682	New	+$227K	0.02%	568
2020 Q1	–	Sell	-4,275	Closed	-$269K	–	431
2019 Q4	$269K	Hold	4,275	–	–	0.04%	333
2019 Q3	$283K	Buy	+4,275	New	+$281K	0.06%	304

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 $4.82B AUM 20.19% 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

Western Wealth Management's MMP Position: Q3 2023 in Review

Western Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 12,427 shares — an estimated $774K sold.

Western Wealth Management first reported a position in MMP in Q3 2019 and held it in 9 quarters. The position peaked at $774K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Western Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Western Wealth Management sold 12,427 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $774K.
Western Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q3 2019 and held it in 9 quarters.
Western Wealth Management's Magellan Midstream Partners, L.P. position peaked at $774K in Q2 2023.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Western Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.