IAIM
MMP

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

International Assets 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
-234,040
Closed -$470K – 736
2023
Q2 		$470K Buy
+234,040
New +$13.7M 0.06% 288
2023
Q1 		– Sell
-262,180
Closed -$446K – 1391
2022
Q4 		$446K Buy
+262,180
New +$13.3M 0.05% 372
2021
Q2 		– Sell
-1,370
Closed -$58K – 2061
2021
Q1 		$58K Hold
1,370
– – 0.01% 913
2020
Q4 		$58K Buy
+1,370
New +$54.7K 0.01% 797

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 $683M AUM 22.58% 1-Year Est. Return

International Assets Investment Management's MMP Position: Q3 2023 in Review

International Assets Investment Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 234,040 shares — an estimated $470K sold.

International Assets Investment Management first reported a position in MMP in Q4 2020 and held it in 4 quarters. The position peaked at $470K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • International Assets Investment Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • International Assets Investment Management sold 234,040 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $470K.
  • International Assets Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2020 and held it in 4 quarters.
  • International Assets Investment Management's Magellan Midstream Partners, L.P. position peaked at $470K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on International Assets Investment Management's 13F filing for Q3 2023, filed 4 Oct 2023.