Citizens Business Bank’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Citizens Business Bank’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
2020 Q1	–	Sell	-10,000	Closed	-$629K	–	256
2019 Q4	$629K	Hold	10,000	–	–	0.1%	178
2019 Q3	$663K	Hold	10,000	–	–	0.11%	184
2019 Q2	$640K	Hold	10,000	–	–	0.11%	189
2019 Q1	$606K	Hold	10,000	–	–	0.1%	189
2018 Q4	$571K	Hold	10,000	–	–	0.11%	188
2018 Q3	$677K	Hold	10,000	–	–	0.11%	191
2018 Q2	$691K	Hold	10,000	–	–	0.12%	189
2018 Q1	$584K	Sell	10,000 -11,500	-53%	-$772K	0.1%	193
2017 Q4	$1.52M	Hold	21,500	–	–	0.25%	103
2017 Q3	$1.53M	Hold	21,500	–	–	0.26%	100
2017 Q2	$1.53M	Hold	21,500	–	–	0.25%	97
2017 Q1	$1.65M	Hold	21,500	–	–	0.28%	92
2016 Q4	$1.63M	Hold	21,500	–	–	0.29%	89
2016 Q3	$1.52M	Hold	21,500	–	–	0.28%	91
2016 Q2	$1.63M	Hold	21,500	–	–	0.31%	88
2016 Q1	$1.48M	Buy	21,500 +5,500	+34%	+$360K	0.28%	96
2015 Q4	$1.09M	Buy	+16,000	New	+$1.04M	0.21%	123

Other funds holding MMP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Citizens Business Bank's MMP Position: Q1 2020 in Review

Citizens Business Bank sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2020, closing a stake of 10,000 shares — an estimated $629K sold.

Citizens Business Bank first reported a position in MMP in Q4 2015 and held it in 17 quarters. The position peaked at $1.65M in Q1 2017. 549 funds tracked by Wall St. Rank hold MMP as of Q1 2020.

Citizens Business Bank reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
Citizens Business Bank sold 10,000 Magellan Midstream Partners, L.P. shares in Q1 2020, an estimated $629K.
Citizens Business Bank first reported a position in Magellan Midstream Partners, L.P. in Q4 2015 and held it in 17 quarters.
Citizens Business Bank's Magellan Midstream Partners, L.P. position peaked at $1.65M in Q1 2017.
549 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2020.

Based on Citizens Business Bank's 13F filing for Q1 2020, filed 18 Nov 2022.