Loring Wolcott & Coolidge Fiduciary Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	-2,600	Closed	-$162K	–	664
2023 Q2	$162K	Hold	2,600	–	–	﹤0.01%	311
2023 Q1	$141K	Hold	2,600	–	–	﹤0.01%	309
2022 Q4	$131K	Hold	2,600	–	–	﹤0.01%	315
2022 Q3	$124K	Hold	2,600	–	–	﹤0.01%	325
2022 Q2	$124K	Hold	2,600	–	–	﹤0.01%	338
2022 Q1	$128K	Hold	2,600	–	–	﹤0.01%	352
2021 Q4	$121K	Sell	2,600 -505	-16%	-$23.9K	﹤0.01%	365
2021 Q3	$142K	Hold	3,105	–	–	﹤0.01%	348
2021 Q2	$152K	Buy	+3,105	New	+$151K	﹤0.01%	355
2021 Q1	–	Sell	-1,905	Closed	-$81K	–	745
2020 Q4	$81K	Hold	1,905	–	–	﹤0.01%	379
2020 Q3	$65K	Hold	1,905	–	–	﹤0.01%	369
2020 Q2	$82K	Hold	1,905	–	–	﹤0.01%	331
2020 Q1	$70K	Sell	1,905 -495	-21%	-$26.6K	﹤0.01%	337
2019 Q4	$151K	Hold	2,400	–	–	﹤0.01%	298
2019 Q3	$159K	Hold	2,400	–	–	﹤0.01%	286
2019 Q2	$154K	Buy	2,400 +1,400	+140%	+$86.9K	﹤0.01%	286
2019 Q1	$61K	Hold	1,000	–	–	﹤0.01%	383
2018 Q4	$57K	Hold	1,000	–	–	﹤0.01%	393
2018 Q3	$68K	Hold	1,000	–	–	﹤0.01%	395
2018 Q2	$69K	Hold	1,000	–	–	﹤0.01%	393
2018 Q1	$58K	Hold	1,000	–	–	﹤0.01%	430
2017 Q4	$71K	Hold	1,000	–	–	﹤0.01%	399
2017 Q3	$71K	Hold	1,000	–	–	﹤0.01%	393
2017 Q2	$70K	Hold	1,000	–	–	﹤0.01%	389
2017 Q1	$77K	Hold	1,000	–	–	﹤0.01%	379
2016 Q4	$76K	Hold	1,000	–	–	﹤0.01%	359
2016 Q3	$71K	Hold	1,000	–	–	﹤0.01%	370
2016 Q2	$76K	Hold	1,000	–	–	﹤0.01%	350
2016 Q1	$69K	Hold	1,000	–	–	﹤0.01%	354
2015 Q4	$68K	Sell	1,000 -400	-29%	-$25.9K	﹤0.01%	380
2015 Q3	$103K	Hold	1,400	–	–	﹤0.01%	352
2015 Q2	$103K	Hold	1,400	–	–	﹤0.01%	352
2015 Q1	$107K	Hold	1,400	–	–	﹤0.01%	360
2014 Q4	$116K	Hold	1,400	–	–	﹤0.01%	341
2014 Q3	$118K	Hold	1,400	–	–	﹤0.01%	322
2014 Q2	$118K	Buy	+1,400	New	+$110K	﹤0.01%	339

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

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

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

Loring Wolcott & Coolidge Fiduciary Advisors's MMP Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 2,600 shares — an estimated $162K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MMP in Q2 2014 and held it in 36 quarters. The position peaked at $162K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 2,600 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $162K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2014 and held it in 36 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Magellan Midstream Partners, L.P. position peaked at $162K in Q2 2023.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.