MA
MMP

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

Mutual 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
-11,129
Closed -$694K – 1069
2023
Q2 		$694K Buy
11,129
+1,218
+12% +$71.1K 0.03% 541
2023
Q1 		$538K Buy
9,911
+2,379
+32% +$126K 0.02% 602
2022
Q4 		$378K Buy
7,532
+284
+4% +$14.4K 0.02% 673
2022
Q3 		$344K Sell
7,248
-1,454
-17% -$73K 0.02% 670
2022
Q2 		$416K Sell
8,702
-49
-0.6% -$2.44K 0.03% 595
2022
Q1 		$429K Buy
8,751
+291
+3% +$14.1K 0.02% 618
2021
Q4 		$393K Buy
8,460
+624
+8% +$29.5K 0.02% 649
2021
Q3 		$357K Buy
7,836
+51
+0.7% +$2.42K 0.02% 661
2021
Q2 		$381K Buy
7,785
+37
+0.5% +$1.79K 0.02% 616
2021
Q1 		$336K Sell
7,748
-43
-0.6% -$1.88K 0.02% 601
2020
Q4 		$331K Sell
7,791
-3,095
-28% -$123K 0.02% 578
2020
Q3 		$372K Buy
10,886
+656
+6% +$26K 0.03% 490
2020
Q2 		$442K Sell
10,230
-51
-0.5% -$2.15K 0.04% 417
2020
Q1 		$375K Sell
10,281
-137
-1% -$7.36K 0.05% 349
2019
Q4 		$655K Sell
10,418
-5,631
-35% -$351K 0.07% 294
2019
Q3 		$1.06M Buy
16,049
+501
+3% +$33K 0.14% 179
2019
Q2 		$995K Sell
15,548
-297
-2% -$18.4K 0.13% 199
2019
Q1 		$961K Buy
15,845
+270
+2% +$16.3K 0.14% 177
2018
Q4 		$889K Sell
15,575
-17
-0.1% -$1.05K 0.18% 148
2018
Q3 		$1.06M Buy
15,592
+3,091
+25% +$214K 0.16% 158
2018
Q2 		$864K Sell
12,501
-3
-0% -$202 0.2% 161
2018
Q1 		$730K Buy
12,504
+456
+4% +$30.6K 0.19% 184
2017
Q4 		$855K Buy
+12,048
New +$821K 0.32% 98

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
PR
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
IA
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

Mutual Advisors's MMP Position: Q3 2023 in Review

Mutual Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 11,129 shares — an estimated $694K sold.

Mutual Advisors first reported a position in MMP in Q4 2017 and held it in 23 quarters. The position peaked at $1.06M in Q3 2019. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Mutual Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Mutual Advisors sold 11,129 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $694K.
  • Mutual Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 23 quarters.
  • Mutual Advisors's Magellan Midstream Partners, L.P. position peaked at $1.06M in Q3 2019.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Mutual Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.