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

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

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

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 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

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. 10 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.
10 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.