SignalPoint Asset Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

SignalPoint Asset 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	-8,098	Closed	-$505K	–	221
2023 Q2	$505K	Buy	8,098 +37	+0.5%	+$2.16K	0.15%	125
2023 Q1	$437K	Buy	8,061 +41	+0.5%	+$2.17K	0.14%	140
2022 Q4	$403K	Sell	8,020 -415	-5%	-$21.1K	0.14%	144
2022 Q3	$400K	Sell	8,435 -307	-4%	-$15.4K	0.15%	129
2022 Q2	$417K	Sell	8,742 -198	-2%	-$9.88K	0.15%	135
2022 Q1	$439K	Buy	8,940 +23	+0.3%	+$1.11K	0.14%	139
2021 Q4	$414K	Buy	8,917 +145	+2%	+$6.85K	0.13%	148
2021 Q3	$400K	Sell	8,772 -170	-2%	-$8.08K	0.13%	146
2021 Q2	$437K	Sell	8,942 -45	-0.5%	-$2.18K	0.14%	146
2021 Q1	$390K	Sell	8,987 -112	-1%	-$4.9K	0.14%	148
2020 Q4	$386K	Sell	9,099 -225	-2%	-$8.97K	0.15%	143
2020 Q3	$319K	Sell	9,324 -93	-1%	-$3.68K	0.13%	152
2020 Q2	$407K	Buy	9,417 +774	+9%	+$32.7K	0.18%	108
2020 Q1	$315K	Buy	8,643 +28	+0.3%	+$1.5K	0.17%	117
2019 Q4	$542K	Buy	8,615 +27	+0.3%	+$1.68K	0.23%	98
2019 Q3	$569K	Buy	8,588 +25	+0.3%	+$1.65K	0.25%	91
2019 Q2	$548K	Sell	8,563 -79	-0.9%	-$4.9K	0.26%	100
2019 Q1	$524K	Buy	8,642 +22	+0.3%	+$1.33K	0.23%	111
2018 Q4	$492K	Buy	8,620 +20	+0.2%	+$1.24K	0.24%	107
2018 Q3	$582K	Sell	8,600 -83	-1%	-$5.76K	0.26%	101
2018 Q2	$600K	Buy	8,683 +20	+0.2%	+$1.34K	0.29%	103
2018 Q1	$506K	Sell	8,663 -6	-0.1%	-$403	0.24%	120
2017 Q4	$615K	Sell	8,669 -125	-1%	-$8.52K	0.3%	97
2017 Q3	$624K	Sell	8,794 -1,277	-13%	-$88.2K	0.32%	90
2017 Q2	$718K	Buy	10,071 +20	+0.2%	+$1.47K	0.2%	109
2017 Q1	$773K	Buy	10,051 +19	+0.2%	+$1.47K	0.22%	105
2016 Q4	$759K	Sell	10,032 -59	-0.6%	-$4.13K	0.2%	104
2016 Q3	$714K	Buy	+10,091	New	+$720K	0.19%	99

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

SignalPoint Asset Management's MMP Position: Q3 2023 in Review

SignalPoint Asset Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 8,098 shares — an estimated $505K sold.

SignalPoint Asset Management first reported a position in MMP in Q3 2016 and held it in 28 quarters. The position peaked at $773K in Q1 2017. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

SignalPoint Asset Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
SignalPoint Asset Management sold 8,098 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $505K.
SignalPoint Asset Management first reported a position in Magellan Midstream Partners, L.P. in Q3 2016 and held it in 28 quarters.
SignalPoint Asset Management's Magellan Midstream Partners, L.P. position peaked at $773K in Q1 2017.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on SignalPoint Asset Management's 13F filing for Q3 2023, filed 13 Oct 2023.