Carmichael Hill & Associates’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Carmichael Hill & Associates’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	-2,160	Closed	-$135K	–	809
2023 Q2	$135K	Hold	2,160	–	–	0.06%	216
2023 Q1	$117K	Hold	2,160	–	–	0.06%	218
2022 Q4	$108K	Hold	2,160	–	–	0.06%	229
2022 Q3	$103K	Hold	2,160	–	–	0.06%	222
2022 Q2	$103K	Hold	2,160	–	–	0.05%	223
2022 Q1	$106K	Hold	2,160	–	–	0.05%	236
2021 Q4	$100K	Buy	2,160 +400	+23%	+$18.9K	0.04%	252
2021 Q3	$80K	Hold	1,760	–	–	0.04%	273
2021 Q2	$86K	Hold	1,760	–	–	0.04%	262
2021 Q1	$76K	Hold	1,760	–	–	0.04%	271
2020 Q4	$75K	Sell	1,760 -53	-3%	-$2.11K	0.04%	268
2020 Q3	$62K	Hold	1,813	–	–	0.04%	276
2020 Q2	$78K	Sell	1,813 -1,292	-42%	-$54.6K	0.06%	222
2020 Q1	$113K	Buy	3,105 +53	+2%	+$2.85K	0.1%	158
2019 Q4	$192K	Hold	3,052	–	–	0.14%	137
2019 Q3	$202K	Buy	+3,052	New	+$201K	0.2%	106
2018 Q3	–	Sell	-2,952	Closed	-$204K	–	127
2018 Q2	$204K	Sell	2,952 -3,160	-52%	-$212K	0.22%	110
2018 Q1	$357K	Buy	+6,112	New	+$410K	0.39%	74

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

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

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

Carmichael Hill & Associates's MMP Position: Q3 2023 in Review

Carmichael Hill & Associates sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 2,160 shares — an estimated $135K sold.

Carmichael Hill & Associates first reported a position in MMP in Q1 2018 and held it in 18 quarters. The position peaked at $357K in Q1 2018. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Carmichael Hill & Associates reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Carmichael Hill & Associates sold 2,160 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $135K.
Carmichael Hill & Associates first reported a position in Magellan Midstream Partners, L.P. in Q1 2018 and held it in 18 quarters.
Carmichael Hill & Associates's Magellan Midstream Partners, L.P. position peaked at $357K in Q1 2018.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Carmichael Hill & Associates's 13F filing for Q3 2023, filed 30 Oct 2023.