ICM
MMP

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

Islay Capital 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
-900
Closed -$56.1K – 238
2023
Q2 		$56.1K Hold
900
– – 0.05% 124
2023
Q1 		$48.8K Hold
900
– – 0.05% 132
2022
Q4 		$45.2K Hold
900
– – 0.05% 135
2022
Q3 		$43K Hold
900
– – 0.05% 149
2022
Q2 		$43K Hold
900
– – 0.04% 188
2022
Q1 		$44K Hold
900
– – 0.04% 197
2021
Q4 		$42K Hold
900
– – 0.03% 192
2021
Q3 		$41K Hold
900
– – 0.03% 205
2021
Q2 		$44K Hold
900
– – 0.04% 201
2021
Q1 		$39K Sell
900
-200
-18% -$8.74K 0.03% 186
2020
Q4 		$47K Buy
1,100
+150
+16% +$5.98K 0.04% 178
2020
Q3 		$32K Hold
950
– – 0.03% 192
2020
Q2 		$41K Hold
950
– – 0.05% 174
2020
Q1 		$35K Buy
950
+250
+36% +$13.4K 0.05% 169
2019
Q4 		$44K Buy
+700
New +$43.6K 0.04% 173

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