Fiduciary Trust’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Fiduciary Trust’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	-6,972	Closed	-$434K	–	640
2023 Q2	$434K	Hold	6,972	–	–	0.01%	472
2023 Q1	$378K	Hold	6,972	–	–	0.01%	495
2022 Q4	$350K	Hold	6,972	–	–	0.01%	510
2022 Q3	$331K	Hold	6,972	–	–	0.01%	504
2022 Q2	$333K	Hold	6,972	–	–	0.01%	523
2022 Q1	$342K	Hold	6,972	–	–	0.01%	540
2021 Q4	$324K	Hold	6,972	–	–	0.01%	550
2021 Q3	$318K	Hold	6,972	–	–	0.01%	555
2021 Q2	$341K	Hold	6,972	–	–	0.01%	539
2021 Q1	$302K	Hold	6,972	–	–	0.01%	530
2020 Q4	$296K	Buy	6,972 +225	+3%	+$8.97K	0.01%	503
2020 Q3	$231K	Buy	6,747 +247	+4%	+$9.78K	0.01%	507
2020 Q2	$281K	Sell	6,500 -816	-11%	-$34.5K	0.01%	467
2020 Q1	$267K	Sell	7,316 -300	-4%	-$16.1K	0.01%	432
2019 Q4	$479K	Hold	7,616	–	–	0.01%	389
2019 Q3	$505K	Hold	7,616	–	–	0.01%	370
2019 Q2	$487K	Sell	7,616 -300	-4%	-$18.6K	0.01%	358
2019 Q1	$480K	Sell	7,916 -601	-7%	-$36.3K	0.01%	355
2018 Q4	$486K	Hold	8,517	–	–	0.01%	324
2018 Q3	$577K	Hold	8,517	–	–	0.02%	315
2018 Q2	$588K	Hold	8,517	–	–	0.02%	305
2018 Q1	$497K	Hold	8,517	–	–	0.02%	319
2017 Q4	$604K	Hold	8,517	–	–	0.02%	302
2017 Q3	$605K	Hold	8,517	–	–	0.02%	309
2017 Q2	$607K	Hold	8,517	–	–	0.02%	313
2017 Q1	$655K	Hold	8,517	–	–	0.02%	300
2016 Q4	$644K	Hold	8,517	–	–	0.02%	306
2016 Q3	$602K	Sell	8,517 -25	-0.3%	-$1.78K	0.02%	320
2016 Q2	$649K	Sell	8,542 -1,068	-11%	-$75.8K	0.02%	315
2016 Q1	$661K	Buy	+9,610	New	+$628K	0.02%	310

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

Fiduciary Trust's MMP Position: Q3 2023 in Review

Fiduciary Trust sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 6,972 shares — an estimated $434K sold.

Fiduciary Trust first reported a position in MMP in Q1 2016 and held it in 30 quarters. The position peaked at $661K in Q1 2016. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Fiduciary Trust reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Fiduciary Trust sold 6,972 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $434K.
Fiduciary Trust first reported a position in Magellan Midstream Partners, L.P. in Q1 2016 and held it in 30 quarters.
Fiduciary Trust's Magellan Midstream Partners, L.P. position peaked at $661K in Q1 2016.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Fiduciary Trust's 13F filing for Q3 2023, filed 14 Nov 2023.