BPA
MMP

Beacon Pointe Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Beacon Pointe Advisors’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
-86,185
Closed -$5.37M – 1360
2023
Q2 		$5.37M Buy
+86,185
New +$5.03M 0.09% 206
2023
Q1 		– Sell
-77,406
Closed -$3.89M – 1203
2022
Q4 		$3.89M Buy
77,406
+24,970
+48% +$1.27M 0.08% 236
2022
Q3 		$2.5M Sell
52,436
-7,807
-13% -$392K 0.06% 272
2022
Q2 		$2.88M Buy
60,243
+8,583
+17% +$428K 0.06% 263
2022
Q1 		$2.54M Buy
51,660
+18,940
+58% +$917K 0.03% 401
2021
Q4 		$1.52M Buy
+32,720
New +$1.55M 0.04% 299
2021
Q3 		– Sell
-13,960
Closed -$683K – 988
2021
Q2 		$683K Buy
+13,960
New +$677K 0.02% 409

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 $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 $4.31B 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

Beacon Pointe Advisors's MMP Position: Q3 2023 in Review

Beacon Pointe Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 86,185 shares — an estimated $5.37M sold.

Beacon Pointe Advisors first reported a position in MMP in Q2 2021 and held it in 7 quarters. The position peaked at $5.37M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Beacon Pointe Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 86,185 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $5.37M.
  • Beacon Pointe Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2021 and held it in 7 quarters.
  • Beacon Pointe Advisors's Magellan Midstream Partners, L.P. position peaked at $5.37M in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Beacon Pointe Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.