Charter Oak Capital Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Charter Oak Capital 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
2022 Q3	–	Sell	-100	Closed	-$5K	–	960
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	719
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	777
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	712
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	688
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	682
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	668
2020 Q4	$4K	Buy	+100	New	+$3.99K	﹤0.01%	634

Other funds holding MMP

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Charter Oak Capital Management's MMP Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2022, closing a stake of 100 shares — an estimated $5K sold.

Charter Oak Capital Management first reported a position in MMP in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q2 2022. 591 funds tracked by Wall St. Rank hold MMP as of Q3 2022.

Charter Oak Capital Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 100 Magellan Midstream Partners, L.P. shares in Q3 2022, an estimated $5K.
Charter Oak Capital Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Magellan Midstream Partners, L.P. position peaked at $5K in Q2 2022.
591 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.