DF
MMP

Donoghue Forlines’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Donoghue Forlines’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
-7,595
Closed -$473K – 296
2023
Q2 		$473K Sell
7,595
-3,938
-34% -$230K 0.15% 134
2023
Q1 		$626K Sell
11,533
-108
-0.9% -$5.72K 0.23% 117
2022
Q4 		$584K Buy
11,641
+5,678
+95% +$288K 0.21% 144
2022
Q3 		$283K Sell
5,963
-9,956
-63% -$500K 0.1% 176
2022
Q2 		$760K Sell
15,919
-2,284
-13% -$114K 0.2% 127
2022
Q1 		$893K Buy
18,203
+4,999
+38% +$242K 0.19% 159
2021
Q4 		$613K Buy
+13,204
New +$624K 0.1% 211

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 $9.54B AUM 19.86% 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

Donoghue Forlines's MMP Position: Q3 2023 in Review

Donoghue Forlines sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 7,595 shares — an estimated $473K sold.

Donoghue Forlines first reported a position in MMP in Q4 2021 and held it in 7 quarters. The position peaked at $893K in Q1 2022. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Donoghue Forlines reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Donoghue Forlines sold 7,595 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $473K.
  • Donoghue Forlines first reported a position in Magellan Midstream Partners, L.P. in Q4 2021 and held it in 7 quarters.
  • Donoghue Forlines's Magellan Midstream Partners, L.P. position peaked at $893K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Donoghue Forlines's 13F filing for Q3 2023, filed 6 Nov 2023.