AIM
MMP

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

Anchor 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
-4,370
Closed -$272K – 1016
2023
Q2 		$272K Buy
4,370
+500
+13% +$29.2K 0.03% 296
2023
Q1 		$210K Hold
3,870
– – 0.03% 336
2022
Q4 		$194K Sell
3,870
-15
-0.4% -$761 0.03% 341
2022
Q3 		$185K Hold
3,885
– – 0.03% 351
2022
Q2 		$186K Hold
3,885
– – 0.03% 360
2022
Q1 		$191K Buy
3,885
+1,400
+56% +$67.7K 0.02% 376
2021
Q4 		$115K Hold
2,485
– – 0.01% 462
2021
Q3 		$113K Hold
2,485
– – 0.02% 436
2021
Q2 		$122K Hold
2,485
– – 0.02% 432
2021
Q1 		$108K Hold
2,485
– – 0.02% 429
2020
Q4 		$105K Hold
2,485
– – 0.02% 374
2020
Q3 		$85K Hold
2,485
– – 0.02% 380
2020
Q2 		$107K Hold
2,485
– – 0.02% 339
2020
Q1 		$90.7K Sell
2,485
-40
-2% -$2.15K 0.02% 345
2019
Q4 		$159K Sell
2,525
-25
-1% -$1.56K 0.03% 316
2019
Q3 		$169K Sell
2,550
-20
-0.8% -$1.32K 0.04% 311
2019
Q2 		$164K Hold
2,570
– – 0.04% 309
2019
Q1 		$156K Hold
2,570
– – 0.04% 321
2018
Q4 		$147K Sell
2,570
-30
-1% -$1.85K 0.04% 314
2018
Q3 		$176K Hold
2,600
– – 0.04% 310
2018
Q2 		$180K Hold
2,600
– – 0.04% 316
2018
Q1 		$152K Hold
2,600
– – 0.04% 332
2017
Q4 		$184K Hold
2,600
– – 0.05% 296
2017
Q3 		$185K Sell
2,600
-20
-0.8% -$1.38K 0.05% 265
2017
Q2 		$187K Hold
2,620
– – 0.06% 249
2017
Q1 		$202K Sell
2,620
-25
-0.9% -$1.94K 0.07% 233
2016
Q4 		$200K Hold
2,645
– – 0.07% 228
2016
Q3 		$187K Hold
2,645
– – 0.07% 227
2016
Q2 		$201K Hold
2,645
– – 0.08% 216
2016
Q1 		$182K Buy
+2,645
New +$173K 0.07% 220

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

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

Anchor Investment Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,370 shares — an estimated $272K sold.

Anchor Investment Management first reported a position in MMP in Q1 2016 and held it in 30 quarters. The position peaked at $272K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Anchor Investment Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Anchor Investment Management sold 4,370 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $272K.
  • Anchor Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q1 2016 and held it in 30 quarters.
  • Anchor Investment Management's Magellan Midstream Partners, L.P. position peaked at $272K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Anchor Investment Management's 13F filing for Q3 2023, filed 2 Jan 2024.