Hamilton Point Investment Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Hamilton Point Investment Advisors’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	-4,700	Closed	-$293K	–	144
2023 Q2	$293K	Hold	4,700	–	–	0.07%	102
2023 Q1	$255K	Hold	4,700	–	–	0.06%	105
2022 Q4	$236K	Sell	4,700 -1,450	-24%	-$73.6K	0.07%	76
2022 Q3	$292K	Buy	+6,150	New	+$309K	0.09%	73
2022 Q2	–	Sell	-4,150	Closed	-$204K	–	76
2022 Q1	$204K	Buy	+4,150	New	+$201K	0.05%	76
2021 Q3	–	Sell	-4,150	Closed	-$203K	–	81
2021 Q2	$203K	Buy	+4,150	New	+$201K	0.06%	79
2020 Q1	–	Sell	-4,150	Closed	-$261K	–	76
2019 Q4	$261K	Hold	4,150	–	–	0.1%	68
2019 Q3	$275K	Hold	4,150	–	–	0.11%	64
2019 Q2	$266K	Hold	4,150	–	–	0.11%	68
2019 Q1	$252K	Hold	4,150	–	–	0.11%	67
2018 Q4	$237K	Hold	4,150	–	–	0.12%	68
2018 Q3	$281K	Hold	4,150	–	–	0.13%	68
2018 Q2	$287K	Hold	4,150	–	–	0.14%	66
2018 Q1	$242K	Hold	4,150	–	–	0.12%	68
2017 Q4	$294K	Hold	4,150	–	–	0.15%	66
2017 Q3	$295K	Hold	4,150	–	–	0.16%	71
2017 Q2	$296K	Hold	4,150	–	–	0.17%	68
2017 Q1	$319K	Hold	4,150	–	–	0.18%	68
2016 Q4	$314K	Hold	4,150	–	–	0.19%	67
2016 Q3	$294K	Hold	4,150	–	–	0.18%	67
2016 Q2	$315K	Hold	4,150	–	–	0.21%	67
2016 Q1	$286K	Hold	4,150	–	–	0.19%	66
2015 Q4	$282K	Hold	4,150	–	–	0.2%	67
2015 Q3	$249K	Buy	4,150 +1,300	+46%	+$88.8K	0.2%	69
2015 Q2	$209K	Hold	2,850	–	–	0.17%	65
2015 Q1	$219K	Hold	2,850	–	–	0.18%	64
2014 Q4	$236K	Hold	2,850	–	–	0.2%	63
2014 Q3	$240K	Hold	2,850	–	–	0.22%	61
2014 Q2	$240K	Buy	+2,850	New	+$223K	0.22%	61

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

Hamilton Point Investment Advisors's MMP Position: Q3 2023 in Review

Hamilton Point Investment Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,700 shares — an estimated $293K sold.

Hamilton Point Investment Advisors first reported a position in MMP in Q2 2014 and held it in 29 quarters. The position peaked at $319K in Q1 2017. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Hamilton Point Investment Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Hamilton Point Investment Advisors sold 4,700 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $293K.
Hamilton Point Investment Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2014 and held it in 29 quarters.
Hamilton Point Investment Advisors's Magellan Midstream Partners, L.P. position peaked at $319K in Q1 2017.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Hamilton Point Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.