CMP
MMP

Coston McIsaac & Partners’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Coston McIsaac & Partners’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
-987
Closed -$61K – 816
2023
Q2 		$61K Sell
987
-265
-21% -$15.5K 0.02% 234
2023
Q1 		$67K Buy
1,252
+24
+2% +$1.27K 0.02% 225
2022
Q4 		$61 Buy
1,228
+24
+2% +$1.22K 0.02% 239
2022
Q3 		$57K Buy
+1,204
New +$60.4K 0.03% 200

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 $4.31B 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 $683M AUM 22.58% 1-Year Est. Return

Coston McIsaac & Partners's MMP Position: Q3 2023 in Review

Coston McIsaac & Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 987 shares — an estimated $61K sold.

Coston McIsaac & Partners first reported a position in MMP in Q3 2022 and held it in 4 quarters. The position peaked at $67K in Q1 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Coston McIsaac & Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Coston McIsaac & Partners sold 987 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $61K.
  • Coston McIsaac & Partners first reported a position in Magellan Midstream Partners, L.P. in Q3 2022 and held it in 4 quarters.
  • Coston McIsaac & Partners's Magellan Midstream Partners, L.P. position peaked at $67K in Q1 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Coston McIsaac & Partners's 13F filing for Q3 2023, filed 14 Nov 2023.