CIBC Private Wealth Group
MMP

CIBC Private Wealth Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

CIBC Private Wealth Group’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
-1,840,055
Closed -$115M – 1138
2023
Q2 		$115M Buy
1,840,055
+334,840
+22% +$19.5M 0.25% 98
2023
Q1 		$142M Buy
1,505,215
+168,167
+13% +$8.91M 0.31% 76
2022
Q4 		$25.9M Sell
1,337,048
-33,294
-2% -$1.69M 0.09% 150
2022
Q3 		$65.1M Sell
1,370,342
-34,902
-2% -$1.75M 0.18% 120
2022
Q2 		$67.1M Sell
1,405,244
-104,003
-7% -$5.19M 0.17% 125
2022
Q1 		$74.1M Sell
1,509,247
-517,912
-26% -$25.1M 0.16% 122
2021
Q4 		$94.1M Sell
2,027,159
-85,699
-4% -$4.05M 0.2% 115
2021
Q3 		$96.3M Sell
2,112,858
-405,863
-16% -$19.3M 0.22% 101
2021
Q2 		$123M Sell
2,518,721
-242,262
-9% -$11.7M 0.28% 92
2021
Q1 		$120M Sell
2,760,983
-580,702
-17% -$25.4M 0.3% 87
2020
Q4 		$142M Sell
3,341,685
-68,517
-2% -$2.73M 0.37% 70
2020
Q3 		$117M Buy
3,410,202
+557,968
+20% +$22.1M 0.36% 72
2020
Q2 		$123M Buy
2,852,234
+733,193
+35% +$31M 0.6% 54
2020
Q1 		$77.3M Sell
2,119,041
-101,457
-5% -$5.45M 0.33% 80
2019
Q4 		$140M Sell
2,220,498
-65,344
-3% -$4.07M 0.46% 64
2019
Q3 		$151M Sell
2,285,842
-455,023
-17% -$30M 0.53% 59
2019
Q2 		$175M Sell
2,740,865
-155,502
-5% -$9.65M 0.62% 49
2019
Q1 		$176M Buy
2,896,367
+147,594
+5% +$8.92M 0.68% 42
2018
Q4 		$157M Sell
2,748,773
-85,754
-3% -$5.3M 0.7% 39
2018
Q3 		$192M Buy
2,834,527
+19,233
+0.7% +$1.33M 0.73% 36
2018
Q2 		$194M Sell
2,815,294
-1,426
-0.1% -$95.8K 0.79% 25
2018
Q1 		$164M Sell
2,816,720
-248,136
-8% -$16.7M 0.71% 35
2017
Q4 		$217M Sell
3,064,856
-84,446
-3% -$5.75M 0.92% 21
2017
Q3 		$224M Buy
3,149,302
+953,808
+43% +$65.8M 1.02% 16
2017
Q2 		$156M Sell
2,195,494
-43,944
-2% -$3.23M 0.98% 31
2017
Q1 		$172M Sell
2,239,438
-203,156
-8% -$15.8M 1.08% 23
2016
Q4 		$185M Sell
2,442,594
-278,954
-10% -$19.5M 1.22% 18
2016
Q3 		$193M Buy
2,721,548
+416,048
+18% +$29.7M 1.34% 12
2016
Q2 		$175M Sell
2,305,500
-174,362
-7% -$12.4M 1.28% 14
2016
Q1 		$171M Sell
2,479,862
-103,008
-4% -$6.74M 1.32% 13
2015
Q4 		$175M Sell
2,582,870
-85,054
-3% -$5.51M 1.37% 11
2015
Q3 		$160M Sell
2,667,924
-188,860
-7% -$12.9M 1.32% 14
2015
Q2 		$210M Sell
2,856,784
-160,661
-5% -$12.9M 1.53% 8
2015
Q1 		$231M Buy
3,017,445
+108,867
+4% +$8.7M 1.71% 6
2014
Q4 		$240M Sell
2,908,578
-181,360
-6% -$14.8M 1.84% 5
2014
Q3 		$260M Sell
3,089,938
-5,810
-0.2% -$483K 2.05% 5
2014
Q2 		$260M Sell
3,095,748
-197,106
-6% -$15.4M 2.11% 5
2014
Q1 		$235M Buy
+3,292,854
New +$219M 1.99% 4

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 $9.54B AUM 19.86% 1-Year Est. Return
IA
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

CIBC Private Wealth Group's MMP Position: Q3 2023 in Review

CIBC Private Wealth Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 1,840,055 shares — an estimated $115M sold.

CIBC Private Wealth Group first reported a position in MMP in Q1 2014 and held it in 38 quarters. The position peaked at $260M in Q2 2014. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • CIBC Private Wealth Group reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,840,055 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $115M.
  • CIBC Private Wealth Group first reported a position in Magellan Midstream Partners, L.P. in Q1 2014 and held it in 38 quarters.
  • CIBC Private Wealth Group's Magellan Midstream Partners, L.P. position peaked at $260M in Q2 2014.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on CIBC Private Wealth Group's 13F filing for Q3 2023, filed 13 Nov 2023.