CA
MMP

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

Claro 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
-5,337
Closed -$333K – 400
2023
Q2 		$333K Hold
5,337
– – 0.08% 248
2023
Q1 		$290K Buy
+5,337
New +$283K 0.09% 259
2019
Q1 		– Sell
-1,395
Closed -$94K – 999
2018
Q4 		$94K Buy
+1,395
New +$86.2K 0.08% 240

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
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
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Claro Advisors's MMP Position: Q3 2023 in Review

Claro Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,337 shares — an estimated $333K sold.

Claro Advisors first reported a position in MMP in Q4 2018 and held it in 3 quarters. The position peaked at $333K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Claro Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Claro Advisors sold 5,337 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $333K.
  • Claro Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and held it in 3 quarters.
  • Claro Advisors's Magellan Midstream Partners, L.P. position peaked at $333K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Claro Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.