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

Bridges 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	-4,750	Closed	-$296K	–	204
2023 Q2	$296K	Hold	4,750	–	–	0.01%	187
2023 Q1	$258K	Hold	4,750	–	–	0.01%	195
2022 Q4	$238K	Hold	4,750	–	–	0.01%	204
2022 Q3	$225K	Hold	4,750	–	–	0.01%	206
2022 Q2	$226K	Sell	4,750 -225	-5%	-$11.2K	0.01%	205
2022 Q1	$244K	Hold	4,975	–	–	0.01%	209
2021 Q4	$231K	Sell	4,975 -58	-1%	-$2.74K	0.01%	213
2021 Q3	$230K	Hold	5,033	–	–	0.01%	211
2021 Q2	$246K	Sell	5,033 -4,300	-46%	-$208K	0.01%	208
2021 Q1	$405K	Sell	9,333 -75	-0.8%	-$3.28K	0.01%	185
2020 Q4	$399K	Hold	9,408	–	–	0.01%	179
2020 Q3	$322K	Hold	9,408	–	–	0.01%	186
2020 Q2	$406K	Sell	9,408 -1,000	-10%	-$42.2K	0.01%	170
2020 Q1	$380K	Sell	10,408 -1,500	-13%	-$80.5K	0.02%	175
2019 Q4	$749K	Hold	11,908	–	–	0.03%	170
2019 Q3	$789K	Sell	11,908 -170	-1%	-$11.2K	0.03%	230
2019 Q2	$773K	Hold	12,078	–	–	0.03%	228
2019 Q1	$732K	Hold	12,078	–	–	0.03%	223
2018 Q4	$689K	Hold	12,078	–	–	0.03%	222
2018 Q3	$818K	Hold	12,078	–	–	0.04%	175
2018 Q2	$834K	Sell	12,078 -50	-0.4%	-$3.36K	0.04%	178
2018 Q1	$708K	Buy	12,128 +50	+0.4%	+$3.36K	0.03%	178
2017 Q4	$857K	Hold	12,078	–	–	0.07%	118
2017 Q3	$858K	Buy	12,078 +1,770	+17%	+$122K	0.08%	98
2017 Q2	$735K	Hold	10,308	–	–	0.1%	86
2017 Q1	$793K	Hold	10,308	–	–	0.11%	86
2016 Q4	$780K	Hold	10,308	–	–	0.11%	89
2016 Q3	$729K	Hold	10,308	–	–	0.12%	89
2016 Q2	$783K	Hold	10,308	–	–	0.14%	88
2016 Q1	$709K	Hold	10,308	–	–	0.13%	87
2015 Q4	$701K	Hold	10,308	–	–	0.13%	86
2015 Q3	$756K	Hold	10,308	–	–	0.13%	91
2015 Q2	$756K	Hold	10,308	–	–	0.13%	91
2015 Q1	$791K	Hold	10,308	–	–	0.14%	89
2014 Q4	$852K	Hold	10,308	–	–	0.15%	84
2014 Q3	$868K	Hold	10,308	–	–	0.16%	89
2014 Q2	$866K	Hold	10,308	–	–	0.17%	87
2014 Q1	$718K	Hold	10,308	–	–	0.15%	88
2013 Q4	$652K	Hold	10,308	–	–	0.15%	89
2013 Q3	$581K	Hold	10,308	–	–	0.14%	92
2013 Q2	$562K	Buy	+10,308	New	+$541K	0.15%	90

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 $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

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

Bridges Investment Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,750 shares — an estimated $296K sold.

Bridges Investment Management first reported a position in MMP in Q2 2013 and held it in 41 quarters. The position peaked at $868K in Q3 2014. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Bridges Investment Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Bridges Investment Management sold 4,750 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $296K.
Bridges Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 41 quarters.
Bridges Investment Management's Magellan Midstream Partners, L.P. position peaked at $868K in Q3 2014.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Bridges Investment Management's 13F filing for Q3 2023, filed 24 Oct 2023.