BFS
MMP

Bard Financial Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Bard Financial Services’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
-93,415
Closed -$5.82M – 327
2023
Q2 		$5.82M Sell
93,415
-4,050
-4% -$236K 0.44% 63
2023
Q1 		$5.29M Buy
97,465
+2,000
+2% +$106K 0.42% 65
2022
Q4 		$4.79M Buy
95,465
+3,475
+4% +$176K 0.41% 61
2022
Q3 		$4.37M Buy
91,990
+6,500
+8% +$326K 0.41% 59
2022
Q2 		$4.08M Buy
85,490
+6,000
+8% +$299K 0.37% 67
2022
Q1 		$3.9M Sell
79,490
-2,000
-2% -$96.8K 0.32% 79
2021
Q4 		$3.78M Buy
81,490
+2,200
+3% +$104K 0.31% 81
2021
Q3 		$3.61M Buy
79,290
+250
+0.3% +$11.9K 0.32% 82
2021
Q2 		$3.87M Buy
79,040
+6,125
+8% +$297K 0.34% 81
2021
Q1 		$3.16M Buy
72,915
+2,625
+4% +$115K 0.31% 84
2020
Q4 		$2.98M Buy
+70,290
New +$2.8M 0.3% 87

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

Bard Financial Services's MMP Position: Q3 2023 in Review

Bard Financial Services sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 93,415 shares — an estimated $5.82M sold.

Bard Financial Services first reported a position in MMP in Q4 2020 and held it in 11 quarters. The position peaked at $5.82M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Bard Financial Services reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Bard Financial Services sold 93,415 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $5.82M.
  • Bard Financial Services first reported a position in Magellan Midstream Partners, L.P. in Q4 2020 and held it in 11 quarters.
  • Bard Financial Services's Magellan Midstream Partners, L.P. position peaked at $5.82M in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.