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 $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 $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

Islay Capital Management's MMP Position: Q3 2023 in Review

Islay Capital Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 900 shares — an estimated $56.1K sold.

Islay Capital Management first reported a position in MMP in Q4 2019 and held it in 15 quarters. The position peaked at $56.1K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Islay Capital Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Islay Capital Management sold 900 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $56.1K.
  • Islay Capital Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 15 quarters.
  • Islay Capital Management's Magellan Midstream Partners, L.P. position peaked at $56.1K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Islay Capital Management's 13F filing for Q3 2023, filed 2 Nov 2023.