WA
MMP

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

WP 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
-137,877
Closed -$8.59M – 104
2023
Q2 		$8.59M Buy
137,877
+406
+0.3% +$23.7K 3.44% 8
2023
Q1 		$7.46M Buy
137,471
+1,287
+0.9% +$68.2K 3.08% 11
2022
Q4 		$6.84M Buy
136,184
+1,563
+1% +$79.3K 3.06% 10
2022
Q3 		$6.4M Sell
134,621
-2,067
-2% -$104K 2.9% 11
2022
Q2 		$6.53M Sell
136,688
-4,583
-3% -$229K 2.84% 11
2022
Q1 		$6.93M Buy
141,271
+2,411
+2% +$117K 2.85% 9
2021
Q4 		$6.45M Sell
138,860
-606
-0.4% -$28.6K 2.69% 8
2021
Q3 		$6.36M Buy
139,466
+6,261
+5% +$298K 2.61% 8
2021
Q2 		$6.51M Buy
133,205
+16,327
+14% +$791K 2.72% 9
2021
Q1 		$5.07M Buy
+116,878
New +$5.11M 2.19% 12

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 $8.74B AUM 14.62% 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

WP Advisors's MMP Position: Q3 2023 in Review

WP Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 137,877 shares — an estimated $8.59M sold.

WP Advisors first reported a position in MMP in Q1 2021 and held it in 10 quarters. The position peaked at $8.59M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • WP Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • WP Advisors sold 137,877 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $8.59M.
  • WP Advisors first reported a position in Magellan Midstream Partners, L.P. in Q1 2021 and held it in 10 quarters.
  • WP Advisors's Magellan Midstream Partners, L.P. position peaked at $8.59M in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on WP Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.