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

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 $9.54B AUM 19.86% 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

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.