H
MMP

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

HoyleCohen’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
-10,673
Closed -$665K – 266
2023
Q2 		$665K Sell
10,673
-89
-0.8% -$5.2K 0.06% 168
2023
Q1 		$584K Buy
10,762
+12
+0.1% +$636 0.05% 173
2022
Q4 		$540K Sell
10,750
-438
-4% -$22.2K 0.05% 180
2022
Q3 		$532K Buy
11,188
+12
+0.1% +$602 0.06% 169
2022
Q2 		$534K Buy
11,176
+13
+0.1% +$649 0.06% 178
2022
Q1 		$548K Sell
11,163
-88
-0.8% -$4.26K 0.05% 186
2021
Q4 		$522K Sell
11,251
-49
-0.4% -$2.31K 0.04% 191
2021
Q3 		$515K Sell
11,300
-100
-0.9% -$4.75K 0.05% 182
2021
Q2 		$558K Buy
11,400
+1,650
+17% +$80K 0.04% 173
2021
Q1 		$423K Hold
9,750
– – 0.04% 189
2020
Q4 		$414K Sell
9,750
-1,850
-16% -$73.8K 0.05% 175
2020
Q3 		$397K Hold
11,600
– – 0.06% 153
2020
Q2 		$501K Hold
11,600
– – 0.08% 126
2020
Q1 		$423K Buy
11,600
+395
+4% +$21.2K 0.08% 130
2019
Q4 		$704K Sell
11,205
-225
-2% -$14K 0.11% 123
2019
Q3 		$757K Buy
11,430
+500
+5% +$32.9K 0.13% 118
2019
Q2 		$700K Hold
10,930
– – 0.12% 121
2019
Q1 		$663K Buy
10,930
+750
+7% +$45.3K 0.12% 120
2018
Q4 		$581K Sell
10,180
-30
-0.3% -$1.85K 0.12% 114
2018
Q3 		$691K Buy
10,210
+135
+1% +$9.37K 0.13% 108
2018
Q2 		$696K Buy
10,075
+75
+0.8% +$5.04K 0.14% 108
2018
Q1 		$584K Buy
10,000
+3,200
+47% +$215K 0.12% 113
2017
Q4 		$482K Buy
+6,800
New +$463K 0.1% 117

Other funds holding MMP

BFS
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
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 $4.9B AUM 23.65% 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 $683M AUM 22.58% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

HoyleCohen's MMP Position: Q3 2023 in Review

HoyleCohen sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 10,673 shares — an estimated $665K sold.

HoyleCohen first reported a position in MMP in Q4 2017 and held it in 23 quarters. The position peaked at $757K in Q3 2019. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • HoyleCohen reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • HoyleCohen sold 10,673 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $665K.
  • HoyleCohen first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 23 quarters.
  • HoyleCohen's Magellan Midstream Partners, L.P. position peaked at $757K in Q3 2019.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on HoyleCohen's 13F filing for Q3 2023, filed 2 Nov 2023.