Lido Advisors
MMP

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

Lido 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
-6,643
Closed -$414K – 1336
2023
Q2 		$414K Buy
6,643
+2,041
+44% +$119K ﹤0.01% 796
2023
Q1 		$250K Buy
+4,602
New +$244K ﹤0.01% 930
2022
Q1 		– Sell
-73,198
Closed -$3.4M – 1112
2021
Q4 		$3.4M Buy
+73,198
New +$3.46M 0.04% 196
2021
Q1 		– Sell
-5,249
Closed -$222K – 910
2020
Q4 		$222K Buy
+5,249
New +$209K ﹤0.01% 732
2020
Q1 		– Sell
-15,479
Closed -$973K – 697
2019
Q4 		$973K Buy
15,479
+11,038
+249% +$688K 0.04% 266
2019
Q3 		$294K Buy
4,441
+402
+10% +$26.5K 0.01% 455
2019
Q2 		$258K Buy
4,039
+128
+3% +$7.95K 0.01% 454
2019
Q1 		$237K Buy
+3,911
New +$236K 0.02% 450
2017
Q1 		– Sell
-7,122
Closed -$539K – 284
2016
Q4 		$539K Buy
+7,122
New +$499K 0.13% 85

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
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 $4.9B 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

Lido Advisors's MMP Position: Q3 2023 in Review

Lido Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 6,643 shares — an estimated $414K sold.

Lido Advisors first reported a position in MMP in Q4 2016 and held it in 9 quarters. The position peaked at $3.4M in Q4 2021. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Lido Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Lido Advisors sold 6,643 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $414K.
  • Lido Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2016 and held it in 9 quarters.
  • Lido Advisors's Magellan Midstream Partners, L.P. position peaked at $3.4M in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.