TFC Financial Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

TFC Financial 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	-253	Closed	-$15.8K	–	712
2023 Q2	$15.8K	Hold	253	–	–	﹤0.01%	305
2023 Q1	$13.7K	Hold	253	–	–	﹤0.01%	348
2022 Q4	$12.7K	Hold	253	–	–	﹤0.01%	287
2022 Q3	$12K	Hold	253	–	–	﹤0.01%	304
2022 Q2	$12K	Hold	253	–	–	﹤0.01%	301
2022 Q1	$12K	Hold	253	–	–	﹤0.01%	306
2021 Q4	$12K	Hold	253	–	–	﹤0.01%	325
2021 Q3	$12K	Hold	253	–	–	﹤0.01%	320
2021 Q2	$12K	Hold	253	–	–	﹤0.01%	310
2021 Q1	$11K	Sell	253 -110	-30%	-$4.81K	﹤0.01%	305
2020 Q4	$15K	Hold	363	–	–	0.01%	287
2020 Q3	$12K	Buy	+363	New	+$14.4K	0.01%	282

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 $463M AUM 23.57% 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

TFC Financial Management's MMP Position: Q3 2023 in Review

TFC Financial Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 253 shares — an estimated $15.8K sold.

TFC Financial Management first reported a position in MMP in Q3 2020 and held it in 12 quarters. The position peaked at $15.8K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

TFC Financial Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
TFC Financial Management sold 253 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $15.8K.
TFC Financial Management first reported a position in Magellan Midstream Partners, L.P. in Q3 2020 and held it in 12 quarters.
TFC Financial Management's Magellan Midstream Partners, L.P. position peaked at $15.8K in Q2 2023.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on TFC Financial Management's 13F filing for Q3 2023, filed 23 Oct 2023.