Brighton Jones LLC’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Brighton Jones LLC’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	-6,209	Closed	-$387K	–	578
2023 Q2	$387K	Buy	6,209 +116	+2%	+$6.77K	0.02%	346
2023 Q1	$331K	Buy	6,093 +117	+2%	+$6.2K	0.02%	362
2022 Q4	$300K	Buy	5,976 +118	+2%	+$5.99K	0.02%	340
2022 Q3	$278K	Buy	5,858 +118	+2%	+$5.92K	0.02%	351
2022 Q2	$274K	Buy	5,740 +121	+2%	+$6.04K	0.02%	346
2022 Q1	$276K	Buy	5,619 +117	+2%	+$5.66K	0.01%	386
2021 Q4	$255K	Buy	5,502 +116	+2%	+$5.48K	0.01%	424
2021 Q3	$245K	Buy	5,386 +114	+2%	+$5.42K	0.01%	409
2021 Q2	$258K	Buy	5,272 +111	+2%	+$5.38K	0.01%	390
2021 Q1	$224K	Buy	5,161 +126	+3%	+$5.51K	0.01%	377
2020 Q4	$214K	Buy	+5,035	New	+$201K	0.01%	359
2020 Q3	–	Sell	-4,787	Closed	-$207K	–	353
2020 Q2	$207K	Buy	+4,787	New	+$202K	0.02%	273
2020 Q1	–	Sell	-4,591	Closed	-$289K	–	331
2019 Q4	$289K	Buy	4,591 +76	+2%	+$4.73K	0.03%	251
2019 Q3	$299K	Buy	4,515 +69	+2%	+$4.54K	0.03%	234
2019 Q2	$285K	Buy	4,446 +73	+2%	+$4.53K	0.03%	233
2019 Q1	$265K	Buy	4,373 +74	+2%	+$4.47K	0.03%	243
2018 Q4	$245K	Buy	4,299 +66	+2%	+$4.08K	0.04%	220
2018 Q3	$287K	Buy	4,233 +55	+1%	+$3.82K	0.04%	211
2018 Q2	$289K	Buy	4,178 +41	+1%	+$2.75K	0.04%	233
2018 Q1	$241K	Sell	4,137 -1,549	-27%	-$104K	0.03%	251
2017 Q4	$403K	Buy	5,686 +54	+1%	+$3.68K	0.05%	175
2017 Q3	$400K	Buy	5,632 +51	+0.9%	+$3.52K	0.05%	174
2017 Q2	$398K	Buy	5,581 +46	+0.8%	+$3.38K	0.06%	168
2017 Q1	$426K	Buy	+5,535	New	+$429K	0.1%	64
2016 Q4	–	Sell	-5,509	Closed	-$390K	–	218
2016 Q3	$390K	Buy	5,509 +1	+0%	+$71	0.06%	155
2016 Q2	$419K	Sell	5,508 -110	-2%	-$7.8K	0.07%	127
2016 Q1	$387K	Buy	5,618 +1,672	+42%	+$109K	0.07%	136
2015 Q4	$268K	Buy	3,946 +45	+1%	+$2.92K	0.05%	157
2015 Q3	$234K	Buy	3,901 +42	+1%	+$2.87K	0.05%	169
2015 Q2	$283K	Buy	3,859 +766	+25%	+$61.5K	0.06%	142
2015 Q1	$237K	Buy	3,093 +26	+0.8%	+$2.08K	0.05%	165
2014 Q4	$253K	Buy	3,067 +25	+0.8%	+$2.04K	0.06%	160
2014 Q3	$256K	Buy	3,042 +23	+0.8%	+$1.91K	0.06%	166
2014 Q2	$254K	Buy	3,019 +24	+0.8%	+$1.88K	0.06%	156
2014 Q1	$209K	Buy	+2,995	New	+$199K	0.05%	176

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 $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

Brighton Jones LLC's MMP Position: Q3 2023 in Review

Brighton Jones LLC sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 6,209 shares — an estimated $387K sold.

Brighton Jones LLC first reported a position in MMP in Q1 2014 and held it in 35 quarters. The position peaked at $426K in Q1 2017. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Brighton Jones LLC reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Brighton Jones LLC sold 6,209 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $387K.
Brighton Jones LLC first reported a position in Magellan Midstream Partners, L.P. in Q1 2014 and held it in 35 quarters.
Brighton Jones LLC's Magellan Midstream Partners, L.P. position peaked at $426K in Q1 2017.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Brighton Jones LLC's 13F filing for Q3 2023, filed 26 Oct 2023.