Moisand Fitzgerald Tamayo’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Moisand Fitzgerald Tamayo’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	-837	Closed	-$52.2K	–	832
2023 Q2	$52.2K	Hold	837	–	–	0.01%	165
2023 Q1	$45.4K	Hold	837	–	–	0.01%	190
2022 Q4	$42K	Hold	837	–	–	0.01%	186
2022 Q3	$40K	Hold	837	–	–	0.01%	176
2022 Q2	$40K	Hold	837	–	–	0.01%	173
2022 Q1	$41K	Hold	837	–	–	0.02%	109
2021 Q4	$39K	Hold	837	–	–	0.01%	166
2021 Q3	$38K	Hold	837	–	–	0.01%	166
2021 Q2	$41K	Hold	837	–	–	0.01%	164
2021 Q1	$36K	Hold	837	–	–	0.02%	144
2020 Q4	$36K	Hold	837	–	–	0.02%	143
2020 Q3	$29K	Hold	837	–	–	0.02%	146
2020 Q2	$36K	Hold	837	–	–	0.02%	126
2020 Q1	$31K	Hold	837	–	–	0.02%	128
2019 Q4	$53K	Hold	837	–	–	0.03%	119
2019 Q3	$55K	Hold	837	–	–	0.03%	114
2019 Q2	$54K	Hold	837	–	–	0.03%	115
2019 Q1	$51K	Hold	837	–	–	0.03%	119
2018 Q4	$48K	Hold	837	–	–	0.03%	115
2018 Q3	$57K	Hold	837	–	–	0.03%	119
2018 Q2	$58K	Sell	837 -200	-19%	-$13.4K	0.03%	110
2018 Q1	$61K	Sell	1,037 -1,084	-51%	-$72.8K	0.04%	116
2017 Q4	$150K	Sell	2,121 -1,800	-46%	-$123K	0.09%	73
2017 Q3	$279K	Buy	+3,921	New	+$271K	0.17%	56

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

Moisand Fitzgerald Tamayo's MMP Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 837 shares — an estimated $52.2K sold.

Moisand Fitzgerald Tamayo first reported a position in MMP in Q3 2017 and held it in 24 quarters. The position peaked at $279K in Q3 2017. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Moisand Fitzgerald Tamayo reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 837 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $52.2K.
Moisand Fitzgerald Tamayo first reported a position in Magellan Midstream Partners, L.P. in Q3 2017 and held it in 24 quarters.
Moisand Fitzgerald Tamayo's Magellan Midstream Partners, L.P. position peaked at $279K in Q3 2017.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.