CBT
MMP

CoreFirst Bank & Trust’s Magellan Midstream Partners, L.P. MMP Stock Holding History

CoreFirst Bank & Trust’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
-840
Closed -$52.3K – 408
2023
Q2 		$52.3K Hold
840
– – 0.04% 220
2023
Q1 		$45.6K Hold
840
– – 0.03% 229
2022
Q4 		$42.2K Hold
840
– – 0.03% 253
2022
Q3 		$40K Hold
840
– – 0.03% 237
2022
Q2 		$40K Hold
840
– – 0.03% 231
2022
Q1 		$41K Hold
840
– – 0.03% 262
2021
Q4 		$39K Hold
840
– – 0.03% 282
2021
Q3 		$38K Hold
840
– – 0.03% 284
2021
Q2 		$41K Hold
840
– – 0.03% 282
2021
Q1 		$36K Hold
840
– – 0.02% 288
2020
Q4 		$36K Buy
+840
New +$33.5K 0.03% 261

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

CoreFirst Bank & Trust's MMP Position: Q3 2023 in Review

CoreFirst Bank & Trust sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 840 shares — an estimated $52.3K sold.

CoreFirst Bank & Trust first reported a position in MMP in Q4 2020 and held it in 11 quarters. The position peaked at $52.3K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • CoreFirst Bank & Trust reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 840 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $52.3K.
  • CoreFirst Bank & Trust first reported a position in Magellan Midstream Partners, L.P. in Q4 2020 and held it in 11 quarters.
  • CoreFirst Bank & Trust's Magellan Midstream Partners, L.P. position peaked at $52.3K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on CoreFirst Bank & Trust's 13F filing for Q3 2023, filed 18 Dec 2023.