IC
MMP

Inscription Capital’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Inscription Capital’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
-5,400
Closed -$337K – 191
2023
Q2 		$337K Hold
5,400
– – 0.1% 141
2023
Q1 		$293K Hold
5,400
– – 0.08% 161
2022
Q4 		$271K Hold
5,400
– – 0.09% 167
2022
Q3 		$257K Hold
5,400
– – 0.07% 169
2022
Q2 		$258K Buy
+5,400
New +$269K 0.05% 219
2022
Q1 		– Sell
-5,567
Closed -$259K – 226
2021
Q4 		$259K Hold
5,567
– – 0.07% 190
2021
Q3 		$254K Sell
5,567
-17,872
-76% -$850K 0.08% 184
2021
Q2 		$1.15M Buy
23,439
+15,872
+210% +$769K 0.13% 121
2021
Q1 		$328K Buy
7,567
+2,000
+36% +$87.5K 0.11% 143
2020
Q4 		$236K Buy
+5,567
New +$222K 0.09% 159
2020
Q1 		– Sell
-15,767
Closed -$991K – 163
2019
Q4 		$991K Hold
15,767
– – 0.44% 60
2019
Q3 		$1.04M Sell
15,767
-5,600
-26% -$369K 0.57% 51
2019
Q2 		$1.41M Buy
21,367
+1,567
+8% +$97.3K 1.05% 20
2019
Q1 		$1.2M Hold
19,800
– – 0.63% 31
2018
Q4 		$1.13M Buy
+19,800
New +$1.22M 0.63% 33

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
PR
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
IA
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

Inscription Capital's MMP Position: Q3 2023 in Review

Inscription Capital sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,400 shares — an estimated $337K sold.

Inscription Capital first reported a position in MMP in Q4 2018 and held it in 15 quarters. The position peaked at $1.41M in Q2 2019. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Inscription Capital reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Inscription Capital sold 5,400 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $337K.
  • Inscription Capital first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and held it in 15 quarters.
  • Inscription Capital's Magellan Midstream Partners, L.P. position peaked at $1.41M in Q2 2019.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Inscription Capital's 13F filing for Q3 2023, filed 17 Oct 2023.