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

Childress Capital Advisors’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	-13,163	Closed	-$820K	–	191
2023 Q2	$820K	Sell	13,163 -11,448	-47%	-$668K	0.35%	40
2023 Q1	$1.34M	Sell	24,611 -6,700	-21%	-$355K	0.59%	32
2022 Q4	$1.57M	Hold	31,311	–	–	0.52%	32
2022 Q3	$1.49M	Hold	31,311	–	–	0.58%	34
2022 Q2	$1.5M	Buy	31,311 +1,950	+7%	+$97.3K	0.59%	31
2022 Q1	$1.44M	Buy	29,361 +1,231	+4%	+$59.6K	0.5%	39
2021 Q4	$1.31M	Hold	28,130	–	–	0.54%	39
2021 Q3	$1.28M	Hold	28,130	–	–	0.52%	39
2021 Q2	$1.38M	Buy	28,130 +969	+4%	+$47K	0.63%	31
2021 Q1	$1.18M	Buy	27,161 +440	+2%	+$19.2K	0.54%	33
2020 Q4	$1.13M	Buy	+26,721	New	+$1.07M	0.66%	20

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 $8.74B AUM 14.62% 1-Year Est. Return

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

Childress Capital Advisors's MMP Position: Q3 2023 in Review

Childress Capital Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 13,163 shares — an estimated $820K sold.

Childress Capital Advisors first reported a position in MMP in Q4 2020 and held it in 11 quarters. The position peaked at $1.57M in Q4 2022. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Childress Capital Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Childress Capital Advisors sold 13,163 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $820K.
Childress Capital Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2020 and held it in 11 quarters.
Childress Capital Advisors's Magellan Midstream Partners, L.P. position peaked at $1.57M in Q4 2022.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Childress Capital Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.