GIM
MMP

Greenwich Investment Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Greenwich Investment 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
-4,550
Closed -$284K – 49
2023
Q2 		$284K Hold
4,550
– – 0.21% 41
2023
Q1 		$246K Hold
4,550
– – 0.19% 41
2022
Q4 		$228K Sell
4,550
-350
-7% -$17.8K 0.18% 41
2022
Q3 		$232K Hold
4,900
– – 0.18% 44
2022
Q2 		$234K Hold
4,900
– – 0.17% 48
2022
Q1 		$240K Hold
4,900
– – 0.14% 55
2021
Q4 		$228K Buy
+4,900
New +$232K 0.15% 64
2015
Q1 		– Sell
-2,550
Closed -$210K – 48
2014
Q4 		$210K Hold
2,550
– – 0.17% 43
2014
Q3 		$214K Hold
2,550
– – 0.15% 41
2014
Q2 		$214K Buy
+2,550
New +$200K 0.14% 40

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 $567M AUM 16.01% 1-Year Est. Return

Greenwich Investment Management's MMP Position: Q3 2023 in Review

Greenwich Investment Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,550 shares — an estimated $284K sold.

Greenwich Investment Management first reported a position in MMP in Q2 2014 and held it in 10 quarters. The position peaked at $284K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Greenwich Investment Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Greenwich Investment Management sold 4,550 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $284K.
  • Greenwich Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2014 and held it in 10 quarters.
  • Greenwich Investment Management's Magellan Midstream Partners, L.P. position peaked at $284K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Greenwich Investment Management's 13F filing for Q3 2023, filed 16 Nov 2023.