LC
MMP

Lindbrook Capital’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Lindbrook Capital’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
-14,634
Closed -$912K – 2855
2023
Q2 		$912K Sell
14,634
-3,359
-19% -$196K 0.1% 123
2023
Q1 		$976K Buy
17,993
+1,404
+8% +$74.4K 0.11% 112
2022
Q4 		$833K Buy
16,589
+1,326
+9% +$67.3K 0.1% 128
2022
Q3 		$725K Buy
15,263
+888
+6% +$44.6K 0.12% 102
2022
Q2 		$687K Sell
14,375
-7,384
-34% -$368K 0.11% 117
2022
Q1 		$1.07M Buy
21,759
+4,304
+25% +$208K 0.16% 85
2021
Q4 		$811K Buy
+17,455
New +$825K 0.12% 101
2020
Q3 		– Sell
-1,567
Closed -$68K – 1873
2020
Q2 		$68K Sell
1,567
-690
-31% -$29.1K 0.02% 290
2020
Q1 		$82K Buy
2,257
+360
+19% +$19.3K 0.03% 214
2019
Q4 		$119K Buy
1,897
+170
+10% +$10.6K 0.04% 216
2019
Q3 		$114K Hold
1,727
– – 0.04% 213
2019
Q2 		$110K Buy
1,727
+120
+7% +$7.45K 0.04% 216
2019
Q1 		$97K Sell
1,607
-100
-6% -$6.04K 0.04% 232
2018
Q4 		$97K Buy
+1,707
New +$105K 0.05% 201

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

Lindbrook Capital's MMP Position: Q3 2023 in Review

Lindbrook Capital sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 14,634 shares — an estimated $912K sold.

Lindbrook Capital first reported a position in MMP in Q4 2018 and held it in 14 quarters. The position peaked at $1.07M in Q1 2022. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Lindbrook Capital reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Lindbrook Capital sold 14,634 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $912K.
  • Lindbrook Capital first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and held it in 14 quarters.
  • Lindbrook Capital's Magellan Midstream Partners, L.P. position peaked at $1.07M in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Lindbrook Capital's 13F filing for Q3 2023, filed 25 Oct 2023.