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

KMG Fiduciary Partners’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	-3,550	Closed	-$221K	–	230
2023 Q2	$221K	Sell	3,550 -763	-18%	-$44.5K	0.03%	219
2023 Q1	$234K	Sell	4,313 -707	-14%	-$37.5K	0.03%	214
2022 Q4	$252K	Buy	5,020 +165	+3%	+$8.37K	0.04%	210
2022 Q3	$231K	Buy	+4,855	New	+$244K	0.04%	180
2021 Q4	–	Sell	-4,740	Closed	-$216K	–	212
2021 Q3	$216K	Sell	4,740 -411	-8%	-$19.5K	0.04%	189
2021 Q2	$252K	Hold	5,151	–	–	0.04%	181
2021 Q1	$223K	Sell	5,151 -289	-5%	-$12.6K	0.04%	165
2020 Q4	$234K	Buy	+5,440	New	+$217K	0.05%	153

Other funds holding MMP

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

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

KMG Fiduciary Partners's MMP Position: Q3 2023 in Review

KMG Fiduciary Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 3,550 shares — an estimated $221K sold.

KMG Fiduciary Partners first reported a position in MMP in Q4 2020 and held it in 8 quarters. The position peaked at $252K in Q4 2022. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

KMG Fiduciary Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
KMG Fiduciary Partners sold 3,550 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $221K.
KMG Fiduciary Partners first reported a position in Magellan Midstream Partners, L.P. in Q4 2020 and held it in 8 quarters.
KMG Fiduciary Partners's Magellan Midstream Partners, L.P. position peaked at $252K in Q4 2022.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on KMG Fiduciary Partners's 13F filing for Q3 2023, filed 25 Oct 2023.