CNBTD
MMP

Citizens National Bank Trust Department’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Citizens National Bank Trust Department’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
-90
Closed -$5.61K – 333
2023
Q2 		$5.61K Hold
90
– – ﹤0.01% 303
2023
Q1 		$4.88K Hold
90
– – ﹤0.01% 291
2022
Q4 		$5K Hold
90
– – ﹤0.01% 293
2022
Q3 		$4K Hold
90
– – ﹤0.01% 309
2022
Q2 		$4K Hold
90
– – ﹤0.01% 312
2022
Q1 		$4K Hold
90
– – ﹤0.01% 290
2021
Q4 		$4K Buy
+90
New +$4.25K ﹤0.01% 292

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 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
IA
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

Citizens National Bank Trust Department's MMP Position: Q3 2023 in Review

Citizens National Bank Trust Department sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 90 shares — an estimated $5.61K sold.

Citizens National Bank Trust Department first reported a position in MMP in Q4 2021 and held it in 7 quarters. The position peaked at $5.61K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Citizens National Bank Trust Department reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Citizens National Bank Trust Department sold 90 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $5.61K.
  • Citizens National Bank Trust Department first reported a position in Magellan Midstream Partners, L.P. in Q4 2021 and held it in 7 quarters.
  • Citizens National Bank Trust Department's Magellan Midstream Partners, L.P. position peaked at $5.61K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Citizens National Bank Trust Department's 13F filing for Q3 2023, filed 25 Oct 2023.