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

Mayflower Financial 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	-8,357	Closed	-$521K	–	371
2023 Q2	$521K	Hold	8,357	–	–	0.07%	197
2023 Q1	$453K	Hold	8,357	–	–	0.06%	214
2022 Q4	$420K	Hold	8,357	–	–	0.06%	222
2022 Q3	$397K	Buy	8,357 +17	+0.2%	+$853	0.06%	218
2022 Q2	$398K	Buy	8,340 +16	+0.2%	+$798	0.06%	219
2022 Q1	$408K	Buy	8,324 +17	+0.2%	+$823	0.05%	227
2021 Q4	$386K	Buy	8,307 +16	+0.2%	+$756	0.05%	227
2021 Q3	$417K	Buy	8,291 +16	+0.2%	+$761	0.06%	213
2021 Q2	$405K	Buy	8,275 +16	+0.2%	+$776	0.06%	206
2021 Q1	$358K	Buy	8,259 +17	+0.2%	+$743	0.05%	206
2020 Q4	$350K	Buy	+8,242	New	+$329K	0.06%	181

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

Mayflower Financial Advisors's MMP Position: Q3 2023 in Review

Mayflower Financial Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 8,357 shares — an estimated $521K sold.

Mayflower Financial Advisors first reported a position in MMP in Q4 2020 and held it in 11 quarters. The position peaked at $521K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Mayflower Financial Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Mayflower Financial Advisors sold 8,357 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $521K.
Mayflower Financial Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2020 and held it in 11 quarters.
Mayflower Financial Advisors's Magellan Midstream Partners, L.P. position peaked at $521K in Q2 2023.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Mayflower Financial Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.