IF
MMP

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

Insight Folios’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
-135,777
Closed -$8.46M – 116
2023
Q2 		$8.46M Buy
135,777
+3,724
+3% +$217K 3.55% 3
2023
Q1 		$7.17M Buy
132,053
+2,981
+2% +$158K 3.18% 7
2022
Q4 		$6.48M Sell
129,072
-699
-0.5% -$35.5K 2.93% 13
2022
Q3 		$6.17M Buy
129,771
+4,884
+4% +$245K 3.14% 8
2022
Q2 		$5.96M Buy
124,887
+8,983
+8% +$448K 2.84% 12
2022
Q1 		$5.69M Buy
115,904
+8,796
+8% +$426K 2.53% 20
2021
Q4 		$4.97M Buy
107,108
+3,301
+3% +$156K 2.33% 18
2021
Q3 		$4.73M Buy
103,807
+16,210
+19% +$771K 2.6% 20
2021
Q2 		$4.28M Buy
87,597
+4,359
+5% +$211K 2.52% 23
2021
Q1 		$3.61M Buy
83,238
+3,880
+5% +$170K 2.47% 29
2020
Q4 		$3.37M Buy
79,358
+7,712
+11% +$308K 2.5% 26
2020
Q3 		$2.45M Buy
71,646
+4,211
+6% +$167K 2.27% 31
2020
Q2 		$2.91M Buy
67,435
+5,869
+10% +$248K 2.79% 26
2020
Q1 		$2.25M Buy
61,566
+6,983
+13% +$375K 2.57% 23
2019
Q4 		$3.43M Buy
+54,583
New +$3.4M 3.04% 20

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

Insight Folios's MMP Position: Q3 2023 in Review

Insight Folios sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 135,777 shares — an estimated $8.46M sold.

Insight Folios first reported a position in MMP in Q4 2019 and held it in 15 quarters. The position peaked at $8.46M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Insight Folios reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Insight Folios sold 135,777 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $8.46M.
  • Insight Folios first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 15 quarters.
  • Insight Folios's Magellan Midstream Partners, L.P. position peaked at $8.46M in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Insight Folios's 13F filing for Q3 2023, filed 11 Oct 2023.