Beacon Investment Advisory Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Beacon Investment Advisory 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	-5,152	Closed	-$321K	–	286
2023 Q2	$321K	Hold	5,152	–	–	0.01%	232
2023 Q1	$280K	Hold	5,152	–	–	0.01%	235
2022 Q4	$259K	Hold	5,152	–	–	0.01%	246
2022 Q3	$245K	Hold	5,152	–	–	0.01%	248
2022 Q2	$246K	Hold	5,152	–	–	0.01%	254
2022 Q1	$253K	Hold	5,152	–	–	0.01%	266
2021 Q4	$239K	Hold	5,152	–	–	0.01%	279
2021 Q3	$235K	Hold	5,152	–	–	0.01%	283
2021 Q2	$252K	Hold	5,152	–	–	0.01%	281
2021 Q1	$223K	Hold	5,152	–	–	0.01%	282
2020 Q4	$219K	Buy	+5,152	New	+$206K	0.01%	259
2020 Q3	–	Sell	-5,152	Closed	-$222K	–	266
2020 Q2	$222K	Buy	+5,152	New	+$218K	0.01%	228
2020 Q1	–	Sell	-5,152	Closed	-$324K	–	255
2019 Q4	$324K	Hold	5,152	–	–	0.02%	212
2019 Q3	$341K	Hold	5,152	–	–	0.03%	185
2019 Q2	$330K	Buy	+5,152	New	+$320K	0.04%	181
2019 Q1	–	Hold	0	–	–	–	189
2018 Q4	–	Sell	-5,152	Closed	-$318K	–	205
2018 Q3	$349K	Buy	+5,152	New	+$358K	0.03%	201
2018 Q2	–	Sell	-5,152	Closed	-$346K	–	194
2018 Q1	$301K	Hold	5,152	–	–	0.03%	216
2017 Q4	$365K	Hold	5,152	–	–	0.04%	176
2017 Q3	$366K	Buy	+5,152	New	+$356K	0.03%	206

Other funds holding MMP

BFS

Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

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

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Beacon Investment Advisory Services's MMP Position: Q3 2023 in Review

Beacon Investment Advisory Services sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,152 shares — an estimated $321K sold.

Beacon Investment Advisory Services first reported a position in MMP in Q3 2017 and held it in 19 quarters. The position peaked at $366K in Q3 2017. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Beacon Investment Advisory Services reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Beacon Investment Advisory Services sold 5,152 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $321K.
Beacon Investment Advisory Services first reported a position in Magellan Midstream Partners, L.P. in Q3 2017 and held it in 19 quarters.
Beacon Investment Advisory Services's Magellan Midstream Partners, L.P. position peaked at $366K in Q3 2017.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2023, filed 31 Oct 2023.