Annapolis Financial Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Annapolis Financial Services’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
2022 Q4	–	Sell	-2,136	Closed	-$101K	–	546
2022 Q3	$101K	Buy	2,136 +1,136	+114%	+$57K	0.04%	137
2022 Q2	$48K	Hold	1,000	–	–	0.02%	177
2022 Q1	$49K	Sell	1,000 -1,000	-50%	-$48.4K	0.02%	184
2021 Q4	$93K	Buy	2,000 +1,000	+100%	+$47.3K	0.03%	150
2021 Q3	$46K	Buy	+1,000	New	+$47.5K	0.02%	177

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Annapolis Financial Services's MMP Position: Q4 2022 in Review

Annapolis Financial Services sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2022, closing a stake of 2,136 shares — an estimated $101K sold.

Annapolis Financial Services first reported a position in MMP in Q3 2021 and held it in 5 quarters. The position peaked at $101K in Q3 2022. 629 funds tracked by Wall St. Rank hold MMP as of Q4 2022.

Annapolis Financial Services reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
Annapolis Financial Services sold 2,136 Magellan Midstream Partners, L.P. shares in Q4 2022, an estimated $101K.
Annapolis Financial Services first reported a position in Magellan Midstream Partners, L.P. in Q3 2021 and held it in 5 quarters.
Annapolis Financial Services's Magellan Midstream Partners, L.P. position peaked at $101K in Q3 2022.
629 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.