M&R Capital Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

M&R Capital Management’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	-2,925	Closed	-$182K	–	631
2023 Q2	$182K	Hold	2,925	–	–	0.05%	152
2023 Q1	$159K	Buy	2,925 +200	+7%	+$10.6K	0.04%	153
2022 Q4	$137K	Sell	2,725 -200	-7%	-$10.1K	0.04%	162
2022 Q3	$138K	Hold	2,925	–	–	0.04%	163
2022 Q2	$139K	Hold	2,925	–	–	0.04%	168
2022 Q1	$143K	Hold	2,925	–	–	0.03%	172
2021 Q4	$135K	Hold	2,925	–	–	0.03%	175
2021 Q3	$133K	Hold	2,925	–	–	0.03%	170
2021 Q2	$143K	Hold	2,925	–	–	0.03%	167
2021 Q1	$126K	Hold	2,925	–	–	0.03%	164
2020 Q4	$124K	Hold	2,925	–	–	0.03%	184
2020 Q3	$100K	Hold	2,925	–	–	0.02%	192
2020 Q2	$126K	Hold	2,925	–	–	0.03%	177
2020 Q1	$106K	Hold	2,925	–	–	0.03%	191
2019 Q4	$183K	Hold	2,925	–	–	0.04%	178
2019 Q3	$193K	Hold	2,925	–	–	0.04%	179
2019 Q2	$187K	Hold	2,925	–	–	0.04%	179
2019 Q1	$179K	Hold	2,925	–	–	0.04%	182
2018 Q4	$166K	Sell	2,925 -75	-3%	-$4.63K	0.04%	176
2018 Q3	$203K	Hold	3,000	–	–	0.04%	176
2018 Q2	$207K	Sell	3,000 -500	-14%	-$33.6K	0.05%	173
2018 Q1	$204K	Hold	3,500	–	–	0.05%	180
2017 Q4	$248K	Hold	3,500	–	–	0.06%	168
2017 Q3	$248K	Hold	3,500	–	–	0.06%	168
2017 Q2	$235K	Buy	3,500 +500	+17%	+$36.7K	0.06%	172
2017 Q1	$230K	Hold	3,000	–	–	0.06%	172
2016 Q4	$226K	Buy	3,000 +200	+7%	+$14K	0.06%	168
2016 Q3	$198K	Sell	2,800 -200	-7%	-$14.3K	0.06%	167
2016 Q2	$228K	Buy	+3,000	New	+$213K	0.07%	156
2015 Q3	–	Sell	-2,800	Closed	-$205K	–	202
2015 Q2	$205K	Sell	2,800 -200	-7%	-$16.1K	0.05%	196
2015 Q1	$230K	Hold	3,000	–	–	0.05%	196
2014 Q4	$248K	Sell	3,000 -2,600	-46%	-$212K	0.06%	191
2014 Q3	$471K	Hold	5,600	–	–	0.11%	134
2014 Q2	$471K	Sell	5,600 -200	-3%	-$15.7K	0.11%	133
2014 Q1	$404K	Buy	+5,800	New	+$386K	0.1%	133

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

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 $4.9B 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

M&R Capital Management's MMP Position: Q3 2023 in Review

M&R Capital Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 2,925 shares — an estimated $182K sold.

M&R Capital Management first reported a position in MMP in Q1 2014 and held it in 35 quarters. The position peaked at $471K in Q3 2014. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

M&R Capital Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
M&R Capital Management sold 2,925 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $182K.
M&R Capital Management first reported a position in Magellan Midstream Partners, L.P. in Q1 2014 and held it in 35 quarters.
M&R Capital Management's Magellan Midstream Partners, L.P. position peaked at $471K in Q3 2014.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on M&R Capital Management's 13F filing for Q3 2023, filed 10 Oct 2023.