BA
MMP

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

Bristlecone 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
-13,403
Closed -$835K – 283
2023
Q2 		$835K Hold
13,403
– – 0.08% 142
2023
Q1 		$727K Hold
13,403
– – 0.08% 146
2022
Q4 		$673K Sell
13,403
-927
-6% -$47K 0.08% 149
2022
Q3 		$681K Hold
14,330
– – 0.09% 141
2022
Q2 		$684K Buy
14,330
+4,919
+52% +$245K 0.08% 142
2022
Q1 		$462K Buy
9,411
+595
+7% +$28.8K 0.06% 168
2021
Q4 		$409K Buy
8,816
+2,106
+31% +$99.5K 0.05% 174
2021
Q3 		$306K Hold
6,710
– – 0.04% 179
2021
Q2 		$328K Hold
6,710
– – 0.04% 174
2021
Q1 		$291K Buy
6,710
+104
+2% +$4.55K 0.04% 181
2020
Q4 		$280K Buy
6,606
+61
+0.9% +$2.43K 0.04% 177
2020
Q3 		$224K Buy
+6,545
New +$259K 0.04% 169

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 $8.74B AUM 14.62% 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

Bristlecone Advisors's MMP Position: Q3 2023 in Review

Bristlecone Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 13,403 shares — an estimated $835K sold.

Bristlecone Advisors first reported a position in MMP in Q3 2020 and held it in 12 quarters. The position peaked at $835K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Bristlecone Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Bristlecone Advisors sold 13,403 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $835K.
  • Bristlecone Advisors first reported a position in Magellan Midstream Partners, L.P. in Q3 2020 and held it in 12 quarters.
  • Bristlecone Advisors's Magellan Midstream Partners, L.P. position peaked at $835K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Bristlecone Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.