AO
MMP

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

Advisor OS’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
-19,769
Closed -$1.23M – 310
2023
Q2 		$1.23M Hold
19,769
– – 0.2% 95
2023
Q1 		$1.07M Hold
19,769
– – 0.26% 99
2022
Q4 		$993K Hold
19,769
– – 0.26% 90
2022
Q3 		$939K Hold
19,769
– – 0.28% 76
2022
Q2 		$944K Hold
19,769
– – 0.28% 79
2022
Q1 		$970K Hold
19,769
– – 0.28% 84
2021
Q4 		$918K Hold
19,769
– – 0.19% 118
2021
Q3 		$901K Hold
19,769
– – 0.2% 99
2021
Q2 		$967K Hold
19,769
– – 0.2% 91
2021
Q1 		$857K Hold
19,769
– – 0.19% 94
2020
Q4 		$839K Buy
+19,769
New +$789K 0.23% 65

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 $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

Advisor OS's MMP Position: Q3 2023 in Review

Advisor OS sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 19,769 shares — an estimated $1.23M sold.

Advisor OS first reported a position in MMP in Q4 2020 and held it in 11 quarters. The position peaked at $1.23M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Advisor OS reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Advisor OS sold 19,769 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.23M.
  • Advisor OS first reported a position in Magellan Midstream Partners, L.P. in Q4 2020 and held it in 11 quarters.
  • Advisor OS's Magellan Midstream Partners, L.P. position peaked at $1.23M in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Advisor OS's 13F filing for Q3 2023, filed 3 Nov 2023.