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

Chicago Capital’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	-7,828	Closed	-$488K	–	234
2023 Q2	$488K	Hold	7,828	–	–	0.02%	155
2023 Q1	$425K	Hold	7,828	–	–	0.02%	163
2022 Q4	$393K	Sell	7,828 -550	-7%	-$27.9K	0.02%	172
2022 Q3	$398K	Hold	8,378	–	–	0.02%	176
2022 Q2	$400K	Buy	8,378 +2,534	+43%	+$126K	0.02%	178
2022 Q1	$287K	Buy	+5,844	New	+$283K	0.01%	215
2020 Q1	–	Sell	-4,048	Closed	-$254K	–	223
2019 Q4	$254K	Hold	4,048	–	–	0.02%	195
2019 Q3	$268K	Hold	4,048	–	–	0.02%	193
2019 Q2	$259K	Sell	4,048 -600	-13%	-$37.2K	0.02%	201
2019 Q1	$282K	Sell	4,648 -7,540	-62%	-$456K	0.02%	183
2018 Q4	$695K	Buy	12,188 +600	+5%	+$37.1K	0.06%	112
2018 Q3	$785K	Hold	11,588	–	–	0.05%	113
2018 Q2	$800K	Buy	+11,588	New	+$779K	0.06%	113

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 $479M AUM 31.52% 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

Chicago Capital's MMP Position: Q3 2023 in Review

Chicago Capital sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 7,828 shares — an estimated $488K sold.

Chicago Capital first reported a position in MMP in Q2 2018 and held it in 13 quarters. The position peaked at $800K in Q2 2018. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Chicago Capital reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Chicago Capital sold 7,828 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $488K.
Chicago Capital first reported a position in Magellan Midstream Partners, L.P. in Q2 2018 and held it in 13 quarters.
Chicago Capital's Magellan Midstream Partners, L.P. position peaked at $800K in Q2 2018.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Chicago Capital's 13F filing for Q3 2023, filed 25 Oct 2023.