BFM
MMP

Boston Financial Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Boston Financial 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
-8,215
Closed -$512K – 317
2023
Q2 		$512K Hold
8,215
– – 0.02% 233
2023
Q1 		$446K Hold
8,215
– – 0.02% 233
2022
Q4 		$412K Hold
8,215
– – 0.02% 242
2022
Q3 		$390K Hold
8,215
– – 0.02% 236
2022
Q2 		$392K Hold
8,215
– – 0.02% 228
2022
Q1 		$403K Hold
8,215
– – 0.02% 224
2021
Q4 		$382K Buy
8,215
+500
+6% +$23.6K 0.01% 213
2021
Q3 		$352K Hold
7,715
– – 0.01% 212
2021
Q2 		$377K Hold
7,715
– – 0.02% 201
2021
Q1 		$335K Buy
7,715
+215
+3% +$9.4K 0.01% 201
2020
Q4 		$318K Sell
7,500
-910
-11% -$36.3K 0.01% 202
2020
Q3 		$288K Sell
8,410
-125
-1% -$4.95K 0.01% 211
2020
Q2 		$368K Sell
8,535
-3,390
-28% -$143K 0.02% 180
2020
Q1 		$435K Sell
11,925
-4,895
-29% -$263K 0.03% 165
2019
Q4 		$1.06M Hold
16,820
– – 0.06% 131
2019
Q3 		$1.11M Sell
16,820
-4,425
-21% -$291K 0.06% 130
2019
Q2 		$1.36M Sell
21,245
-523
-2% -$32.5K 0.08% 125
2019
Q1 		$1.32M Buy
21,768
+1,800
+9% +$109K 0.08% 125
2018
Q4 		$1.14M Buy
19,968
+3,523
+21% +$218K 0.08% 131
2018
Q3 		$1.11M Sell
16,445
-2,475
-13% -$172K 0.07% 157
2018
Q2 		$1.31M Sell
18,920
-7,000
-27% -$470K 0.09% 138
2018
Q1 		$1.51M Sell
25,920
-1,975
-7% -$133K 0.1% 141
2017
Q4 		$1.98M Sell
27,895
-200
-0.7% -$13.6K 0.13% 135
2017
Q3 		$2M Sell
28,095
-300
-1% -$20.7K 0.14% 138
2017
Q2 		$2.02M Sell
28,395
-8,913
-24% -$655K 0.15% 143
2017
Q1 		$2.87M Sell
37,308
-260
-0.7% -$20.2K 0.21% 129
2016
Q4 		$2.84M Sell
37,568
-2,315
-6% -$162K 0.22% 135
2016
Q3 		$2.82M Sell
39,883
-350
-0.9% -$25K 0.23% 134
2016
Q2 		$3.06M Sell
40,233
-1,775
-4% -$126K 0.25% 131
2016
Q1 		$2.89M Sell
42,008
-4,333
-9% -$283K 0.43% 81
2015
Q4 		$3.15M Sell
46,341
-19,950
-30% -$1.29M 0.45% 80
2015
Q3 		$3.98M Sell
66,291
-2,036
-3% -$139K 0.56% 64
2015
Q2 		$5.01M Buy
68,327
+65
+0.1% +$5.22K 0.64% 47
2015
Q1 		$5.24M Buy
68,262
+1,559
+2% +$125K 0.66% 50
2014
Q4 		$5.51M Buy
66,703
+1,750
+3% +$143K 0.69% 47
2014
Q3 		$5.47M Sell
64,953
-2,402
-4% -$200K 0.72% 46
2014
Q2 		$5.66M Sell
67,355
-2,640
-4% -$207K 0.75% 46
2014
Q1 		$4.88M Buy
69,995
+1,114
+2% +$74.1K 0.65% 52
2013
Q4 		$4.36M Sell
68,881
-390
-0.6% -$23.3K 0.6% 57
2013
Q3 		$3.91M Sell
69,271
-1,074
-2% -$59K 0.59% 55
2013
Q2 		$3.83M Buy
+70,345
New +$3.69M 0.59% 53

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
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 $463M AUM 23.57% 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

Boston Financial Management's MMP Position: Q3 2023 in Review

Boston Financial Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 8,215 shares — an estimated $512K sold.

Boston Financial Management first reported a position in MMP in Q2 2013 and held it in 41 quarters. The position peaked at $5.66M in Q2 2014. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Boston Financial Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Boston Financial Management sold 8,215 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $512K.
  • Boston Financial Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 41 quarters.
  • Boston Financial Management's Magellan Midstream Partners, L.P. position peaked at $5.66M in Q2 2014.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Boston Financial Management's 13F filing for Q3 2023, filed 9 Nov 2023.