Forum Financial Management
MMP

Forum Financial Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Forum Financial Management’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
-3,324
Closed -$207K – 684
2023
Q2 		$207K Buy
+3,324
New +$194K ﹤0.01% 601

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

Forum Financial Management's MMP Position: Q3 2023 in Review

Forum Financial Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 3,324 shares — an estimated $207K sold.

Forum Financial Management first reported a position in MMP in Q2 2023 and held it in 1 quarter. The position peaked at $207K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Forum Financial Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Forum Financial Management sold 3,324 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $207K.
  • Forum Financial Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2023 and held it in 1 quarter.
  • Forum Financial Management's Magellan Midstream Partners, L.P. position peaked at $207K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Forum Financial Management's 13F filing for Q3 2023, filed 6 Nov 2023.