CRI
MMP

Colonial River Investments’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Colonial River Investments’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
-6,465
Closed -$403K – 183
2023
Q2 		$403K Sell
6,465
-220
-3% -$12.8K 0.26% 104
2023
Q1 		$363K Buy
6,685
+195
+3% +$10.3K 0.21% 117
2022
Q4 		$326K Buy
6,490
+795
+14% +$40.3K 0.21% 120
2022
Q3 		$271K Sell
5,695
-590
-9% -$29.6K 0.19% 130
2022
Q2 		$300K Sell
6,285
-98
-2% -$4.89K 0.2% 134
2022
Q1 		$313K Buy
6,383
+146
+2% +$7.07K 0.18% 139
2021
Q4 		$290K Buy
+6,237
New +$295K 0.16% 164

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

Colonial River Investments's MMP Position: Q3 2023 in Review

Colonial River Investments sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 6,465 shares — an estimated $403K sold.

Colonial River Investments first reported a position in MMP in Q4 2021 and held it in 7 quarters. The position peaked at $403K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Colonial River Investments reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Colonial River Investments sold 6,465 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $403K.
  • Colonial River Investments first reported a position in Magellan Midstream Partners, L.P. in Q4 2021 and held it in 7 quarters.
  • Colonial River Investments's Magellan Midstream Partners, L.P. position peaked at $403K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Colonial River Investments's 13F filing for Q3 2023, filed 3 Nov 2023.