Bank of America
MMP

Bank of America’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Bank of America’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
2020
Q4 		– Sell
-8,200
Closed -$280K – 7461
2020
Q3 		$280K Buy
+8,200
New +$325K ﹤0.01% 5096
2013
Q3 		– Sell
-2,000
Closed -$109K – 8084
2013
Q2 		$109K Buy
+2,000
New +$105K ﹤0.01% 6118

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 32.58% 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 $4.9B AUM 23.65% 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 $683M AUM 22.58% 1-Year Est. Return

Bank of America's MMP Position: Q3 2023 in Review

Bank of America sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 1,511,149 shares — an estimated $94.2M sold.

Bank of America first reported a position in MMP in Q2 2013 and held it in 41 quarters. The position peaked at $373M in Q2 2014. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Bank of America reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Bank of America sold 1,511,149 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $94.2M.
  • Bank of America first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 41 quarters.
  • Bank of America's Magellan Midstream Partners, L.P. position peaked at $373M in Q2 2014.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Bank of America's 13F filing for Q3 2023, filed 14 Nov 2023.