Donaldson Capital Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Donaldson Capital Management’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	-7,965	Closed	-$496K	–	242
2023 Q2	$496K	Hold	7,965	–	–	0.02%	158
2023 Q1	$432K	Hold	7,965	–	–	0.02%	171
2022 Q4	$400K	Hold	7,965	–	–	0.02%	171
2022 Q3	$378K	Hold	7,965	–	–	0.02%	171
2022 Q2	$380K	Hold	7,965	–	–	0.02%	180
2022 Q1	$391K	Hold	7,965	–	–	0.02%	204
2021 Q4	$370K	Hold	7,965	–	–	0.02%	221
2021 Q3	$363K	Hold	7,965	–	–	0.02%	213
2021 Q2	$390K	Hold	7,965	–	–	0.02%	211
2021 Q1	$345K	Hold	7,965	–	–	0.02%	210
2020 Q4	$338K	Hold	7,965	–	–	0.02%	203
2020 Q3	$272K	Hold	7,965	–	–	0.02%	198
2020 Q2	$344K	Hold	7,965	–	–	0.03%	163
2020 Q1	$291K	Buy	7,965 +165	+2%	+$8.86K	0.03%	167
2019 Q4	$490K	Hold	7,800	–	–	0.03%	131
2019 Q3	$517K	Buy	+7,800	New	+$514K	0.04%	122
2016 Q4	–	Sell	-7,904	Closed	-$559K	–	160
2016 Q3	$559K	Buy	7,904 +104	+1%	+$7.42K	0.07%	89
2016 Q2	$593K	Sell	7,800 -200	-3%	-$14.2K	0.08%	85
2016 Q1	$550K	Buy	+8,000	New	+$523K	0.08%	86

Other funds holding MMP

BFS

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

BTI

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Donaldson Capital Management's MMP Position: Q3 2023 in Review

Donaldson Capital Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 7,965 shares — an estimated $496K sold.

Donaldson Capital Management first reported a position in MMP in Q1 2016 and held it in 19 quarters. The position peaked at $593K in Q2 2016. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Donaldson Capital Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Donaldson Capital Management sold 7,965 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $496K.
Donaldson Capital Management first reported a position in Magellan Midstream Partners, L.P. in Q1 2016 and held it in 19 quarters.
Donaldson Capital Management's Magellan Midstream Partners, L.P. position peaked at $593K in Q2 2016.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Donaldson Capital Management's 13F filing for Q3 2023, filed 11 Oct 2023.