Credential Qtrade Securities’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Credential Qtrade Securities’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	-13,300	Closed	-$829K	–	386
2023 Q2	$829K	Sell	13,300 -600	-4%	-$35K	0.05%	148
2023 Q1	$754K	Buy	+13,900	New	+$737K	0.05%	149
2021 Q3	–	Sell	-15,570	Closed	-$762K	–	380
2021 Q2	$762K	Buy	15,570 +3,760	+32%	+$182K	0.06%	139
2021 Q1	$512K	Buy	11,810 +4,000	+51%	+$175K	0.05%	154
2020 Q4	$331K	Buy	+7,810	New	+$312K	0.03%	165

Other funds holding MMP

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

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

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

Credential Qtrade Securities's MMP Position: Q3 2023 in Review

Credential Qtrade Securities sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 13,300 shares — an estimated $829K sold.

Credential Qtrade Securities first reported a position in MMP in Q4 2020 and held it in 5 quarters. The position peaked at $829K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Credential Qtrade Securities reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Credential Qtrade Securities sold 13,300 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $829K.
Credential Qtrade Securities first reported a position in Magellan Midstream Partners, L.P. in Q4 2020 and held it in 5 quarters.
Credential Qtrade Securities's Magellan Midstream Partners, L.P. position peaked at $829K in Q2 2023.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Credential Qtrade Securities's 13F filing for Q3 2023, filed 21 Jul 2025.