MFA
MMP

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

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
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 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 $4.31B 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 $567M AUM 16.01% 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. 11 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.
  • 11 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.