CIA
MMP

Cape Investment Advisory’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Cape Investment Advisory’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
-183
Closed -$11.4K – 948
2023
Q2 		$11.4K Buy
183
+68
+59% +$3.97K 0.01% 533
2023
Q1 		$6.24K Buy
+115
New +$6.09K ﹤0.01% 631

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 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 $4.31B AUM 18.36% 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 $567M AUM 16.01% 1-Year Est. Return

Cape Investment Advisory's MMP Position: Q3 2023 in Review

Cape Investment Advisory sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 183 shares — an estimated $11.4K sold.

Cape Investment Advisory first reported a position in MMP in Q1 2023 and held it in 2 quarters. The position peaked at $11.4K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Cape Investment Advisory reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 183 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $11.4K.
  • Cape Investment Advisory first reported a position in Magellan Midstream Partners, L.P. in Q1 2023 and held it in 2 quarters.
  • Cape Investment Advisory's Magellan Midstream Partners, L.P. position peaked at $11.4K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Cape Investment Advisory's 13F filing for Q3 2023, filed 7 Nov 2023.