CQS
MMP

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

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 $4.82B AUM 20.19% 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

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. 11 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.
  • 11 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.