IA
MMP

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

IFP Advisors’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
-3,462
Closed -$227K – 1144
2023
Q2 		$216K Sell
3,462
-1,554
-31% -$90.7K 0.01% 977
2023
Q1 		$352K Sell
5,016
-9,622
-66% -$510K 0.02% 716
2022
Q4 		$1.03M Buy
14,638
+4,391
+43% +$223K 0.03% 611
2022
Q3 		$717K Sell
10,247
-662
-6% -$33.2K 0.02% 762
2022
Q2 		$764K Hold
10,909
– – 0.02% 672
2022
Q1 		$764K Buy
10,909
+6,233
+133% +$302K 0.02% 672
2021
Q4 		$217K Buy
4,676
+644
+16% +$30.4K ﹤0.01% 913
2021
Q3 		$186K Buy
4,032
+1,969
+95% +$93.6K ﹤0.01% 989
2021
Q2 		$102K Sell
2,063
-38
-2% -$1.84K ﹤0.01% 1237
2021
Q1 		$92K Buy
2,101
+24
+1% +$1.05K ﹤0.01% 1210
2020
Q4 		$88K Buy
2,077
+90
+5% +$3.59K ﹤0.01% 1196
2020
Q3 		$69K Sell
1,987
-3,123
-61% -$124K ﹤0.01% 1163
2020
Q2 		$216K Sell
5,110
-3,265
-39% -$138K 0.02% 637
2020
Q1 		$289K Sell
8,375
-5,644
-40% -$303K 0.03% 466
2019
Q4 		$866K Buy
14,019
+1,098
+8% +$68.4K 0.07% 315
2019
Q3 		$855K Buy
+12,921
New +$851K 0.06% 342
2019
Q1 		$140K Sell
2,316
-19,945
-90% -$1.21M 0.02% 578
2018
Q4 		$1.24M Sell
22,261
-1,293
-5% -$79.9K 0.08% 292
2018
Q3 		$1.59M Buy
23,554
+5,446
+30% +$378K 0.07% 308
2018
Q2 		$1.25M Sell
18,108
-9,656
-35% -$649K 0.05% 354
2018
Q1 		$1.97M Hold
27,764
– – 0.09% 236
2017
Q4 		$1.97M Sell
27,764
-6,759
-20% -$461K 0.09% 237
2017
Q3 		$2.45M Buy
34,523
+42
+0.1% +$2.9K 0.1% 225
2017
Q2 		$2.46M Buy
34,481
+568
+2% +$41.7K 0.1% 219
2017
Q1 		$2.61M Buy
33,913
+2,054
+6% +$159K 0.11% 196
2016
Q4 		$2.41M Buy
31,859
+811
+3% +$56.8K 0.12% 192
2016
Q3 		$2.2M Buy
31,048
+44
+0.1% +$3.14K 0.11% 203
2016
Q2 		$2.36M Buy
31,004
+28,688
+1,239% +$2.03M 0.13% 168
2016
Q1 		$140K Sell
2,316
-20,561
-90% -$1.34M 0.02% 578
2015
Q4 		$1.55M Buy
+22,877
New +$1.48M 0.1% 208

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
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
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

IFP Advisors's MMP Position: Q3 2023 in Review

IFP Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 3,462 shares — an estimated $227K sold.

IFP Advisors first reported a position in MMP in Q4 2015 and held it in 30 quarters. The position peaked at $2.61M in Q1 2017. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • IFP Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 3,462 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $227K.
  • IFP Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2015 and held it in 30 quarters.
  • IFP Advisors's Magellan Midstream Partners, L.P. position peaked at $2.61M in Q1 2017.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.