HI
MMP

Harbour Investments’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Harbour Investments’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
-1,706
Closed -$106K – 3137
2023
Q2 		$106K Hold
1,706
– – 0.01% 1034
2023
Q1 		$92.6K Hold
1,706
– – 0.01% 1081
2022
Q4 		$85.7K Sell
1,706
-200
-10% -$10.1K 0.01% 1081
2022
Q3 		$91K Hold
1,906
– – 0.01% 1012
2022
Q2 		$91K Buy
+1,906
New +$95.1K 0.01% 1012
2021
Q4 		$93K Sell
2,006
-3,670
-65% -$173K 0.01% 1001
2021
Q3 		$259K Sell
5,676
-1,088
-16% -$51.7K 0.01% 899
2021
Q2 		$331K Buy
6,764
+633
+10% +$30.7K 0.01% 842
2021
Q1 		$266K Buy
+6,131
New +$268K 0.01% 851

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 $8.74B AUM 14.62% 1-Year Est. Return
IA
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

Harbour Investments's MMP Position: Q3 2023 in Review

Harbour Investments sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 1,706 shares — an estimated $106K sold.

Harbour Investments first reported a position in MMP in Q1 2021 and held it in 9 quarters. The position peaked at $331K in Q2 2021. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Harbour Investments reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Harbour Investments sold 1,706 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $106K.
  • Harbour Investments first reported a position in Magellan Midstream Partners, L.P. in Q1 2021 and held it in 9 quarters.
  • Harbour Investments's Magellan Midstream Partners, L.P. position peaked at $331K in Q2 2021.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Harbour Investments's 13F filing for Q3 2023, filed 15 Nov 2023.