Farmers & Merchants Investments Inc’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Farmers & Merchants Investments Inc’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	-2,053	Closed	-$128K	–	1824
2023 Q2	$128K	Buy	2,053 +1,518	+284%	+$88.6K	﹤0.01%	318
2023 Q1	$29K	Hold	535	–	–	﹤0.01%	464
2022 Q4	$26.9K	Hold	535	–	–	﹤0.01%	486
2022 Q3	$25K	Hold	535	–	–	﹤0.01%	500
2022 Q2	$26K	Hold	535	–	–	﹤0.01%	517
2022 Q1	$26K	Buy	+535	New	+$25.9K	﹤0.01%	535
2017 Q3	–	Sell	-1,000	Closed	-$71K	–	878
2017 Q2	$71K	Buy	+1,000	New	+$73.5K	0.01%	295
2016 Q3	–	Sell	-800	Closed	-$61K	–	773
2016 Q2	$61K	Hold	800	–	–	0.01%	260
2016 Q1	$55K	Hold	800	–	–	0.01%	265
2015 Q4	$54K	Hold	800	–	–	0.01%	274
2015 Q3	$48K	Hold	800	–	–	0.01%	274
2015 Q2	$59K	Hold	800	–	–	0.01%	276
2015 Q1	$61K	Hold	800	–	–	0.01%	275
2014 Q4	$66K	Buy	800 +200	+33%	+$16.3K	0.01%	259
2014 Q3	$51K	Hold	600	–	–	0.01%	287
2014 Q2	$50K	Hold	600	–	–	0.01%	292
2014 Q1	$42K	Hold	600	–	–	0.01%	299
2013 Q4	$38K	Hold	600	–	–	0.01%	319
2013 Q3	$34K	Hold	600	–	–	0.01%	322
2013 Q2	$33K	Buy	+600	New	+$31.5K	0.01%	320

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 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

Farmers & Merchants Investments Inc's MMP Position: Q3 2023 in Review

Farmers & Merchants Investments Inc sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 2,053 shares — an estimated $128K sold.

Farmers & Merchants Investments Inc first reported a position in MMP in Q2 2013 and held it in 20 quarters. The position peaked at $128K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Farmers & Merchants Investments Inc reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 2,053 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $128K.
Farmers & Merchants Investments Inc first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 20 quarters.
Farmers & Merchants Investments Inc's Magellan Midstream Partners, L.P. position peaked at $128K in Q2 2023.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2023, filed 25 Oct 2023.