VCS
MMP

Vaughan & Co Securities’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Vaughan & Co Securities’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
-13,104
Closed -$817K – 54
2023
Q2 		$817K Sell
13,104
-107
-0.8% -$6.25K 0.58% 22
2023
Q1 		$717K Buy
13,211
+5,221
+65% +$277K 0.53% 26
2022
Q4 		$401K Sell
7,990
-434
-5% -$22K 0.32% 47
2022
Q3 		$400K Sell
8,424
-115
-1% -$5.77K 0.35% 43
2022
Q2 		$408K Sell
8,539
-96
-1% -$4.79K 0.33% 44
2022
Q1 		$424K Hold
8,635
– – 0.29% 43
2021
Q4 		$401K Sell
8,635
-5,141
-37% -$243K 0.27% 44
2021
Q3 		$628K Hold
13,776
– – 0.47% 32
2021
Q2 		$674K Sell
13,776
-776
-5% -$37.6K 0.5% 28
2021
Q1 		$631K Buy
14,552
+4,894
+51% +$214K 0.51% 28
2020
Q4 		$410K Sell
9,658
-276
-3% -$11K 0.36% 38
2020
Q3 		$340K Hold
9,934
– – 0.35% 41
2020
Q2 		$429K Hold
9,934
– – 0.47% 34
2020
Q1 		$362K Hold
9,934
– – 0.46% 33
2019
Q4 		$625K Buy
+9,934
New +$619K 0.56% 25

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

Vaughan & Co Securities's MMP Position: Q3 2023 in Review

Vaughan & Co Securities sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 13,104 shares — an estimated $817K sold.

Vaughan & Co Securities first reported a position in MMP in Q4 2019 and held it in 15 quarters. The position peaked at $817K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Vaughan & Co Securities reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Vaughan & Co Securities sold 13,104 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $817K.
  • Vaughan & Co Securities first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 15 quarters.
  • Vaughan & Co Securities's Magellan Midstream Partners, L.P. position peaked at $817K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Vaughan & Co Securities's 13F filing for Q3 2023, filed 19 Oct 2023.