TFM
MMP

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 $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

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. 11 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.
  • 11 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.