Buckingham Strategic Wealth
MMP

Buckingham Strategic Wealth’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Buckingham Strategic Wealth’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
-18,153
Closed -$1.13M – 726
2023
Q2 		$1.13M Buy
18,153
+4,370
+32% +$255K 0.02% 280
2023
Q1 		$692K Hold
13,783
– – 0.01% 320
2022
Q4 		$692K Sell
13,783
-76
-0.5% -$3.86K 0.01% 322
2022
Q3 		$658K Buy
13,859
+196
+1% +$9.84K 0.01% 312
2022
Q2 		$653K Sell
13,663
-223
-2% -$11.1K 0.01% 319
2022
Q1 		$681K Sell
13,886
-163
-1% -$7.89K 0.01% 314
2021
Q4 		$652K Sell
14,049
-996
-7% -$47.1K 0.01% 317
2021
Q3 		$686K Buy
15,045
+58
+0.4% +$2.76K 0.01% 302
2021
Q2 		$733K Buy
14,987
+3,650
+32% +$177K 0.02% 288
2021
Q1 		$492K Buy
11,337
+1,100
+11% +$48.1K 0.02% 331
2020
Q4 		$434K Sell
10,237
-320
-3% -$12.8K 0.02% 344
2020
Q3 		$361K Buy
10,557
+800
+8% +$31.7K 0.03% 326
2020
Q2 		$421K Buy
9,757
+94
+1% +$3.97K 0.04% 251
2020
Q1 		$353K Sell
9,663
-3,352
-26% -$180K 0.03% 306
2019
Q4 		$818K Buy
13,015
+2,002
+18% +$125K 0.08% 187
2019
Q3 		$730K Sell
11,013
-2,564
-19% -$169K 0.08% 180
2019
Q2 		$869K Buy
13,577
+8,333
+159% +$517K 0.09% 160
2019
Q1 		$318K Sell
5,244
-96
-2% -$5.8K 0.04% 305
2018
Q4 		$305K Buy
+5,340
New +$330K 0.05% 260
2017
Q1 		– Sell
-5,432
Closed -$411K – 271
2016
Q4 		$411K Sell
5,432
-199
-4% -$13.9K 0.13% 138
2016
Q3 		$398K Buy
5,631
+40
+0.7% +$2.85K 0.13% 126
2016
Q2 		$425K Buy
5,591
+39
+0.7% +$2.77K 0.14% 122
2016
Q1 		$382K Buy
5,552
+472
+9% +$30.9K 0.13% 121
2015
Q4 		$345K Buy
5,080
+1,093
+27% +$70.8K 0.12% 124
2015
Q3 		$240K Buy
3,987
+24
+0.6% +$1.64K 0.08% 161
2015
Q2 		$291K Buy
3,963
+821
+26% +$65.9K 0.1% 158
2015
Q1 		$241K Buy
3,142
+20
+0.6% +$1.6K 0.09% 179
2014
Q4 		$258K Buy
3,122
+368
+13% +$30.1K 0.1% 155
2014
Q3 		$232K Sell
2,754
-489
-15% -$40.7K 0.1% 149
2014
Q2 		$273K Buy
3,243
+18
+0.6% +$1.41K 0.12% 122
2014
Q1 		$225K Buy
3,225
+19
+0.6% +$1.26K 0.1% 132
2013
Q4 		$203K Buy
+3,206
New +$191K 0.1% 146

Other funds holding MMP

Bradley Foster & Sargent
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
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Geneos Wealth Management
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

Buckingham Strategic Wealth's MMP Position: Q3 2023 in Review

Buckingham Strategic Wealth sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 18,153 shares — an estimated $1.13M sold.

Buckingham Strategic Wealth first reported a position in MMP in Q4 2013 and held it in 32 quarters. The position peaked at $1.13M in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Buckingham Strategic Wealth reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 18,153 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.13M.
  • Buckingham Strategic Wealth first reported a position in Magellan Midstream Partners, L.P. in Q4 2013 and held it in 32 quarters.
  • Buckingham Strategic Wealth's Magellan Midstream Partners, L.P. position peaked at $1.13M in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.