Welch & Forbes’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Welch & Forbes’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	-5,360	Closed	-$334K	–	382
2023 Q2	$334K	Hold	5,360	–	–	0.01%	319
2023 Q1	$291K	Sell	5,360 -262	-5%	-$13.9K	﹤0.01%	331
2022 Q4	$282K	Hold	5,622	–	–	0.01%	334
2022 Q3	$267K	Hold	5,622	–	–	0.01%	335
2022 Q2	$269K	Buy	5,622 +262	+5%	+$13.1K	﹤0.01%	343
2022 Q1	$263K	Hold	5,360	–	–	﹤0.01%	346
2021 Q4	$249K	Hold	5,360	–	–	﹤0.01%	358
2021 Q3	$244K	Hold	5,360	–	–	﹤0.01%	362
2021 Q2	$262K	Hold	5,360	–	–	﹤0.01%	363
2021 Q1	$232K	Hold	5,360	–	–	﹤0.01%	368
2020 Q4	$227K	Buy	+5,360	New	+$214K	﹤0.01%	367
2020 Q3	–	Sell	-5,360	Closed	-$231K	–	363
2020 Q2	$231K	Buy	+5,360	New	+$226K	0.01%	332
2020 Q1	–	Sell	-5,360	Closed	-$337K	–	360
2019 Q4	$337K	Sell	5,360 -300	-5%	-$18.7K	0.01%	294
2019 Q3	$375K	Hold	5,660	–	–	0.01%	288
2019 Q2	$362K	Hold	5,660	–	–	0.01%	289
2019 Q1	$343K	Hold	5,660	–	–	0.01%	290
2018 Q4	$323K	Buy	5,660 +2,660	+89%	+$164K	0.01%	280
2018 Q3	$203K	Hold	3,000	–	–	﹤0.01%	351
2018 Q2	$207K	Buy	+3,000	New	+$202K	0.01%	348
2018 Q1	–	Sell	-2,850	Closed	-$202K	–	366
2017 Q4	$202K	Hold	2,850	–	–	0.01%	330
2017 Q3	$203K	Hold	2,850	–	–	0.01%	324
2017 Q2	$203K	Hold	2,850	–	–	0.01%	334
2017 Q1	$219K	Hold	2,850	–	–	0.01%	322
2016 Q4	$216K	Hold	2,850	–	–	0.01%	322
2016 Q3	$202K	Hold	2,850	–	–	0.01%	293
2016 Q2	$217K	Buy	+2,850	New	+$202K	0.01%	320

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 $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

Welch & Forbes's MMP Position: Q3 2023 in Review

Welch & Forbes sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,360 shares — an estimated $334K sold.

Welch & Forbes first reported a position in MMP in Q2 2016 and held it in 26 quarters. The position peaked at $375K in Q3 2019. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Welch & Forbes reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Welch & Forbes sold 5,360 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $334K.
Welch & Forbes first reported a position in Magellan Midstream Partners, L.P. in Q2 2016 and held it in 26 quarters.
Welch & Forbes's Magellan Midstream Partners, L.P. position peaked at $375K in Q3 2019.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Welch & Forbes's 13F filing for Q3 2023, filed 3 Nov 2023.