Bank of Montreal
MMP

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

Bank of Montreal’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
2014
Q2 		– Sell
-28,700
Closed -$2M – 4861
2014
Q1 		$2M Buy
+28,700
New +$1.91M ﹤0.01% 1335

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 Montreal's MMP Position: Q3 2023 in Review

Bank of Montreal sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 30,261 shares — an estimated $1.89M sold.

Bank of Montreal first reported a position in MMP in Q2 2013 and held it in 41 quarters. The position peaked at $160M in Q4 2017. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Bank of Montreal reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 30,261 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.89M.
  • Bank of Montreal first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 41 quarters.
  • Bank of Montreal's Magellan Midstream Partners, L.P. position peaked at $160M in Q4 2017.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.