CCB
MMP

Country Club Bank’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Country Club Bank’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
-3,806
Closed -$236K – 298
2023
Q2 		$236K Buy
3,806
+50
+1% +$2.92K 0.02% 269
2023
Q1 		$204K Buy
+3,756
New +$199K 0.02% 279

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

Country Club Bank's MMP Position: Q3 2023 in Review

Country Club Bank sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 3,806 shares — an estimated $236K sold.

Country Club Bank first reported a position in MMP in Q1 2023 and held it in 2 quarters. The position peaked at $236K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Country Club Bank reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Country Club Bank sold 3,806 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $236K.
  • Country Club Bank first reported a position in Magellan Midstream Partners, L.P. in Q1 2023 and held it in 2 quarters.
  • Country Club Bank's Magellan Midstream Partners, L.P. position peaked at $236K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Country Club Bank's 13F filing for Q3 2023, filed 19 Oct 2023.