LIA
MMP

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

LBMC Investment 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
-4,127
Closed -$257K – 167
2023
Q2 		$257K Hold
4,127
– – 0.03% 135
2023
Q1 		$224K Hold
4,127
– – 0.02% 152
2022
Q4 		$207K Buy
+4,127
New +$209K 0.02% 151
2019
Q2 		– Sell
-4,830
Closed -$293K – 101
2019
Q1 		$293K Buy
+4,830
New +$292K 0.05% 76
2016
Q2 		– Sell
-10,961
Closed -$754K – 68
2016
Q1 		$754K Buy
+10,961
New +$717K 0.16% 33

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 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
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 $683M AUM 22.58% 1-Year Est. Return

LBMC Investment Advisors's MMP Position: Q3 2023 in Review

LBMC Investment Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,127 shares — an estimated $257K sold.

LBMC Investment Advisors first reported a position in MMP in Q1 2016 and held it in 5 quarters. The position peaked at $754K in Q1 2016. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • LBMC Investment Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • LBMC Investment Advisors sold 4,127 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $257K.
  • LBMC Investment Advisors first reported a position in Magellan Midstream Partners, L.P. in Q1 2016 and held it in 5 quarters.
  • LBMC Investment Advisors's Magellan Midstream Partners, L.P. position peaked at $754K in Q1 2016.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on LBMC Investment Advisors's 13F filing for Q3 2023, filed 5 Oct 2023.