BAM
MMP

BOS Asset Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

BOS Asset Management’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
-5,824
Closed -$363K – 151
2023
Q2 		$363K Buy
5,824
+6
+0.1% +$350 0.28% 77
2023
Q1 		$316K Buy
5,818
+276
+5% +$14.6K 0.26% 86
2022
Q4 		$278K Buy
+5,542
New +$281K 0.25% 97

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

BOS Asset Management's MMP Position: Q3 2023 in Review

BOS Asset Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,824 shares — an estimated $363K sold.

BOS Asset Management first reported a position in MMP in Q4 2022 and held it in 3 quarters. The position peaked at $363K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • BOS Asset Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • BOS Asset Management sold 5,824 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $363K.
  • BOS Asset Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2022 and held it in 3 quarters.
  • BOS Asset Management's Magellan Midstream Partners, L.P. position peaked at $363K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on BOS Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.