KFP
MMP

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

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 $8.74B AUM 14.62% 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

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. 11 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.
  • 11 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.