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

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

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

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 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

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. 10 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.
10 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.