Laird Norton Wetherby Trust Company’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Laird Norton Wetherby Trust Company’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	-5,124	Closed	-$319K	–	122
2023 Q2	$319K	Hold	5,124	–	–	0.04%	85
2023 Q1	$278K	Hold	5,124	–	–	0.03%	93
2022 Q4	$257K	Hold	5,124	–	–	0.04%	92
2022 Q3	$243K	Hold	5,124	–	–	0.06%	61
2022 Q2	$244K	Hold	5,124	–	–	0.03%	99
2022 Q1	$251K	Sell	5,124 -450	-8%	-$21.8K	0.02%	163
2021 Q4	$258K	Buy	5,574 +450	+9%	+$21.3K	0.02%	160
2021 Q3	$233K	Hold	5,124	–	–	0.02%	164
2021 Q2	$250K	Buy	5,124 +224	+5%	+$10.9K	0.03%	134
2021 Q1	$207K	Hold	4,900	–	–	0.02%	146
2020 Q4	$208K	Buy	+4,900	New	+$195K	0.02%	143

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

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

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 $567M AUM 16.01% 1-Year Est. Return

Laird Norton Wetherby Trust Company's MMP Position: Q3 2023 in Review

Laird Norton Wetherby Trust Company sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 5,124 shares — an estimated $319K sold.

Laird Norton Wetherby Trust Company first reported a position in MMP in Q4 2020 and held it in 11 quarters. The position peaked at $319K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Laird Norton Wetherby Trust Company reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Laird Norton Wetherby Trust Company sold 5,124 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $319K.
Laird Norton Wetherby Trust Company first reported a position in Magellan Midstream Partners, L.P. in Q4 2020 and held it in 11 quarters.
Laird Norton Wetherby Trust Company's Magellan Midstream Partners, L.P. position peaked at $319K in Q2 2023.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q3 2023, filed 14 Nov 2023.