AGC
MMP

Aspen Grove Capital’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Aspen Grove Capital’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
-8,026
Closed -$500K – 212
2023
Q2 		$500K Buy
+8,026
New +$468K 0.16% 113

Other funds holding MMP

Bradley Foster & Sargent
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
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 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

Aspen Grove Capital's MMP Position: Q3 2023 in Review

Aspen Grove Capital sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 8,026 shares — an estimated $500K sold.

Aspen Grove Capital first reported a position in MMP in Q2 2023 and held it in 1 quarter. The position peaked at $500K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Aspen Grove Capital reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Aspen Grove Capital sold 8,026 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $500K.
  • Aspen Grove Capital first reported a position in Magellan Midstream Partners, L.P. in Q2 2023 and held it in 1 quarter.
  • Aspen Grove Capital's Magellan Midstream Partners, L.P. position peaked at $500K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Aspen Grove Capital's 13F filing for Q3 2023, filed 13 Nov 2023.