AFS
MMP

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

CSA
Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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.