CX Institutional’s Magellan Midstream Partners, L.P. MMP Stock Holding History

CX Institutional’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	-64,165	Closed	-$4M	–	561
2023 Q2	$4M	Sell	64,165 -765	-1%	-$44.7K	0.21%	144
2023 Q1	$3.55M	Hold	64,930	–	–	0.19%	169
2022 Q4	$3.26M	Hold	64,930	–	–	0.2%	148
2022 Q3	$3.08M	Hold	64,930	–	–	0.21%	118
2022 Q2	$3.1M	Hold	64,930	–	–	0.23%	104
2022 Q1	$3.19M	Buy	64,930 +930	+1%	+$45K	0.26%	108
2021 Q4	$2.97M	Hold	64,000	–	–	0.24%	129
2021 Q3	$2.92M	Hold	64,000	–	–	0.24%	107
2021 Q2	$3.13M	Hold	64,000	–	–	0.26%	105
2021 Q1	$2.77M	Hold	64,000	–	–	0.25%	102
2020 Q4	$2.72M	Hold	64,000	–	–	0.26%	111
2020 Q3	$2.19M	Hold	64,000	–	–	0.24%	124
2020 Q2	$2.76M	Hold	64,000	–	–	0.36%	62
2020 Q1	$2.33M	Buy	+64,000	New	+$3.44M	0.38%	62

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

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

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

CX Institutional's MMP Position: Q3 2023 in Review

CX Institutional sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 64,165 shares — an estimated $4M sold.

CX Institutional first reported a position in MMP in Q1 2020 and held it in 14 quarters. The position peaked at $4M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

CX Institutional reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
CX Institutional sold 64,165 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $4M.
CX Institutional first reported a position in Magellan Midstream Partners, L.P. in Q1 2020 and held it in 14 quarters.
CX Institutional's Magellan Midstream Partners, L.P. position peaked at $4M in Q2 2023.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on CX Institutional's 13F filing for Q3 2023, filed 18 Oct 2023.