Institutional & Family Asset Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Institutional & Family Asset 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	-26,100	Closed	-$1.63M	–	778
2023 Q2	$1.63M	Buy	26,100 +3,431	+15%	+$200K	0.26%	78
2023 Q1	$1.23M	Buy	22,669 +8,371	+59%	+$444K	0.2%	87
2022 Q4	$718K	Hold	14,298	–	–	0.12%	103
2022 Q3	$679K	Sell	14,298 -218	-2%	-$10.9K	0.12%	102
2022 Q2	$693K	Hold	14,516	–	–	0.12%	102
2022 Q1	$712K	Hold	14,516	–	–	0.11%	109
2021 Q4	$674K	Sell	14,516 -330	-2%	-$15.6K	0.11%	107
2021 Q3	$677K	Hold	14,846	–	–	0.11%	111
2021 Q2	$726K	Buy	14,846 +1,335	+10%	+$64.7K	0.12%	107
2021 Q1	$586K	Sell	13,511 -4,540	-25%	-$199K	0.11%	113
2020 Q4	$766K	Buy	18,051 +3,154	+21%	+$126K	0.16%	102
2020 Q3	$509K	Buy	14,897 +127	+0.9%	+$5.03K	0.12%	108
2020 Q2	$638K	Hold	14,770	–	–	0.13%	102
2020 Q1	$539K	Sell	14,770 -5,280	-26%	-$284K	0.12%	102
2019 Q4	$1.26M	Sell	20,050 -3,221	-14%	-$201K	0.27%	80
2019 Q3	$1.54M	Sell	23,271 -5,130	-18%	-$338K	0.34%	78
2019 Q2	$1.82M	Buy	28,401 +225	+0.8%	+$14K	0.39%	77
2019 Q1	$1.71M	Buy	28,176 +372	+1%	+$22.5K	0.36%	79
2018 Q4	$1.59M	Sell	27,804 -987	-3%	-$61K	0.36%	79
2018 Q3	$1.95M	Buy	28,791 +7,130	+33%	+$495K	0.39%	77
2018 Q2	$1.5M	Sell	21,661 -42,458	-66%	-$2.85M	0.31%	79
2018 Q1	$3.74M	Sell	64,119 -28,011	-30%	-$1.88M	0.79%	29
2017 Q4	$6.54M	Buy	92,130 +12,225	+15%	+$833K	1.25%	14
2017 Q3	$5.68M	Buy	79,905 +28,155	+54%	+$1.94M	1.14%	13
2017 Q2	$3.69M	Buy	51,750 +3,659	+8%	+$269K	0.9%	42
2017 Q1	$3.7M	Sell	48,091 -578	-1%	-$44.8K	1.15%	37
2016 Q4	$3.68M	Buy	48,669 +1,088	+2%	+$76.2K	1.16%	37
2016 Q3	$3.37M	Buy	47,581 +3,650	+8%	+$260K	1.12%	45
2016 Q2	$3.34M	Buy	43,931 +6,608	+18%	+$469K	1.16%	32
2016 Q1	$2.54M	Sell	37,323 -90	-0.2%	-$5.88K	0.95%	51
2015 Q4	$2.54M	Buy	+37,413	New	+$2.42M	0.95%	51

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

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

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

Institutional & Family Asset Management's MMP Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 26,100 shares — an estimated $1.63M sold.

Institutional & Family Asset Management first reported a position in MMP in Q4 2015 and held it in 31 quarters. The position peaked at $6.54M in Q4 2017. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Institutional & Family Asset Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 26,100 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.63M.
Institutional & Family Asset Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2015 and held it in 31 quarters.
Institutional & Family Asset Management's Magellan Midstream Partners, L.P. position peaked at $6.54M in Q4 2017.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.