CP
MMP

Castleview Partners’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Castleview Partners’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
-138
Closed -$8.61K – 779
2023
Q2 		$8.61K Buy
138
+2
+1% +$117 0.01% 455
2023
Q1 		$7.37K Buy
136
+3
+2% +$159 0.01% 457
2022
Q4 		$6.69K Buy
+133
New +$6.75K 0.01% 419
2021
Q2 		$41K Buy
+829
New +$40.2K 0.02% 448

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Castleview Partners's MMP Position: Q3 2023 in Review

Castleview Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 138 shares — an estimated $8.61K sold.

Castleview Partners first reported a position in MMP in Q2 2021 and held it in 4 quarters. The position peaked at $41K in Q2 2021. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Castleview Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Castleview Partners sold 138 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $8.61K.
  • Castleview Partners first reported a position in Magellan Midstream Partners, L.P. in Q2 2021 and held it in 4 quarters.
  • Castleview Partners's Magellan Midstream Partners, L.P. position peaked at $41K in Q2 2021.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.