Vaughan Nelson Investment Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Vaughan Nelson Investment 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	-31,295	Closed	-$1.95M	–	250
2023 Q2	$1.95M	Sell	31,295 -3,005	-9%	-$175K	0.02%	175
2023 Q1	$1.86M	Hold	34,300	–	–	0.02%	168
2022 Q4	$1.72M	Hold	34,300	–	–	0.02%	173
2022 Q3	$1.63M	Hold	34,300	–	–	0.02%	165
2022 Q2	$1.64M	Hold	34,300	–	–	0.02%	171
2022 Q1	$1.68M	Hold	34,300	–	–	0.02%	170
2021 Q4	$1.59M	Hold	34,300	–	–	0.02%	168
2021 Q3	$1.56M	Hold	34,300	–	–	0.02%	166
2021 Q2	$1.68M	Hold	34,300	–	–	0.02%	165
2021 Q1	$1.49M	Buy	+34,300	New	+$1.5M	0.02%	157

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

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

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 Nelson Investment Management's MMP Position: Q3 2023 in Review

Vaughan Nelson Investment Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 31,295 shares — an estimated $1.95M sold.

Vaughan Nelson Investment Management first reported a position in MMP in Q1 2021 and held it in 10 quarters. The position peaked at $1.95M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Vaughan Nelson Investment Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Vaughan Nelson Investment Management sold 31,295 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.95M.
Vaughan Nelson Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q1 2021 and held it in 10 quarters.
Vaughan Nelson Investment Management's Magellan Midstream Partners, L.P. position peaked at $1.95M in Q2 2023.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Vaughan Nelson Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.