TIS
MMP

Tortoise Index Solutions’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Tortoise Index Solutions’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
-190,234
Closed -$11.9M – 67
2023
Q2 		$11.9M Sell
190,234
-24,369
-11% -$1.42M 2.42% 13
2023
Q1 		$11.6M Sell
214,603
-32,603
-13% -$1.73M 2.22% 14
2022
Q4 		$1.37M Buy
247,206
+52,167
+27% +$2.65M 0.24% 49
2022
Q3 		$9.27M Sell
195,039
-188
-0.1% -$9.44K 1.8% 16
2022
Q2 		$9.32M Buy
195,227
+14,580
+8% +$728K 1.76% 19
2022
Q1 		$8.86M Buy
180,647
+12,540
+7% +$607K 1.6% 18
2021
Q4 		$7.81M Buy
168,107
+6,956
+4% +$329K 1.72% 18
2021
Q3 		$7.34M Sell
161,151
-33,235
-17% -$1.58M 1.74% 17
2021
Q2 		$9.51M Buy
194,386
+14,576
+8% +$707K 1.99% 14
2021
Q1 		$7.8M Buy
179,810
+3,376
+2% +$148K 1.87% 15
2020
Q4 		$7.49M Buy
176,434
+9,864
+6% +$393K 2.11% 15
2020
Q3 		$5.7M Buy
166,570
+12,845
+8% +$508K 2.19% 17
2020
Q2 		$6.64M Sell
153,725
-107,909
-41% -$4.56M 2.31% 16
2020
Q1 		$9.55M Buy
261,634
+107,677
+70% +$5.78M 3.9% 9
2019
Q4 		$9.68M Buy
153,957
+56,676
+58% +$3.53M 2.09% 14
2019
Q3 		$6.45M Sell
97,281
-1,738
-2% -$114K 1.94% 13
2019
Q2 		$6.34M Buy
99,019
+1,303
+1% +$80.9K 1.87% 13
2019
Q1 		$5.92M Buy
97,716
+14,506
+17% +$877K 1.76% 13
2018
Q4 		$4.75M Buy
83,210
+43,677
+110% +$2.7M 1.8% 14
2018
Q3 		$2.68M Buy
39,533
+5,160
+15% +$358K 1.75% 14
2018
Q2 		$2.37M Buy
34,373
+4,633
+16% +$311K 1.7% 15
2018
Q1 		$1.74M Buy
29,740
+317
+1% +$21.3K 1.6% 15
2017
Q4 		$2.09M Buy
+29,423
New +$2M 1.86% 13
2015
Q3 		$299K Buy
4,976
+616
+14% +$42.1K 1.47% 20
2015
Q2 		$320K Buy
+4,360
New +$350K 1.45% 20

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

Tortoise Index Solutions's MMP Position: Q3 2023 in Review

Tortoise Index Solutions sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 190,234 shares — an estimated $11.9M sold.

Tortoise Index Solutions first reported a position in MMP in Q2 2015 and held it in 25 quarters. The position peaked at $11.9M in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Tortoise Index Solutions reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Tortoise Index Solutions sold 190,234 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $11.9M.
  • Tortoise Index Solutions first reported a position in Magellan Midstream Partners, L.P. in Q2 2015 and held it in 25 quarters.
  • Tortoise Index Solutions's Magellan Midstream Partners, L.P. position peaked at $11.9M in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Tortoise Index Solutions's 13F filing for Q3 2023, filed 13 Nov 2023.