TA
MMP

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

Tectonic 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
-74,367
Closed -$4.63M – 293
2023
Q2 		$4.63M Buy
74,367
+2,579
+4% +$151K 0.57% 32
2023
Q1 		$3.9M Buy
71,788
+12,791
+22% +$678K 0.53% 38
2022
Q4 		$2.96M Buy
58,997
+10,722
+22% +$544K 0.46% 44
2022
Q3 		$2.29M Buy
48,275
+8,694
+22% +$436K 0.42% 45
2022
Q2 		$1.89M Buy
39,581
+7,698
+24% +$384K 0.35% 52
2022
Q1 		$1.56M Buy
31,883
+3,438
+12% +$166K 0.27% 62
2021
Q4 		$1.32M Buy
28,445
+7,354
+35% +$347K 0.24% 62
2021
Q3 		$962K Buy
21,091
+302
+1% +$14.4K 0.19% 66
2021
Q2 		$1.02M Buy
20,789
+1,648
+9% +$79.9K 0.21% 67
2021
Q1 		$830K Buy
19,141
+3,189
+20% +$139K 0.21% 75
2020
Q4 		$677K Buy
+15,952
New +$636K 0.19% 82

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Tectonic Advisors's MMP Position: Q3 2023 in Review

Tectonic Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 74,367 shares — an estimated $4.63M sold.

Tectonic Advisors first reported a position in MMP in Q4 2020 and held it in 11 quarters. The position peaked at $4.63M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Tectonic Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Tectonic Advisors sold 74,367 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $4.63M.
  • Tectonic Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2020 and held it in 11 quarters.
  • Tectonic Advisors's Magellan Midstream Partners, L.P. position peaked at $4.63M in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Tectonic Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.