PFBT
MMP

Parkside Financial Bank & Trust’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Parkside Financial Bank & Trust’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
-4,484
Closed -$279K – 2128
2023
Q2 		$279K Sell
4,484
-698
-13% -$40.7K 0.07% 209
2023
Q1 		$281K Buy
5,182
+730
+16% +$38.7K 0.08% 180
2022
Q4 		$224K Buy
4,452
+1,092
+33% +$55.4K 0.06% 210
2022
Q3 		$159K Sell
3,360
-47
-1% -$2.36K 0.05% 247
2022
Q2 		$163K Sell
3,407
-130
-4% -$6.49K 0.05% 248
2022
Q1 		$174K Sell
3,537
-302
-8% -$14.6K 0.05% 253
2021
Q4 		$178K Sell
3,839
-50
-1% -$2.36K 0.04% 256
2021
Q3 		$177K Hold
3,889
– – 0.05% 221
2021
Q2 		$190K Hold
3,889
– – 0.06% 219
2021
Q1 		$169K Sell
3,889
-600
-13% -$26.2K 0.05% 226
2020
Q4 		$191K Sell
4,489
-7,505
-63% -$299K 0.06% 204
2020
Q3 		$411K Sell
11,994
-2,215
-16% -$87.7K 0.14% 101
2020
Q2 		$614K Sell
14,209
-580
-4% -$24.5K 0.2% 78
2020
Q1 		$539K Sell
14,789
-5,230
-26% -$281K 0.2% 66
2019
Q4 		$1.26M Sell
20,019
-2,882
-13% -$180K 0.37% 40
2019
Q3 		$1.52M Sell
22,901
-5,011
-18% -$330K 0.49% 33
2019
Q2 		$1.79M Sell
27,912
-1,735
-6% -$108K 0.58% 25
2019
Q1 		$1.8M Sell
29,647
-2,282
-7% -$138K 0.61% 25
2018
Q4 		$1.82M Sell
31,929
-48
-0.2% -$2.96K 0.65% 25
2018
Q3 		$2.17M Buy
31,977
+30,313
+1,822% +$2.1M 0.75% 20
2018
Q2 		$115K Sell
1,664
-400
-19% -$26.9K 0.04% 222
2018
Q1 		$120K Buy
2,064
+400
+24% +$26.9K 0.05% 208
2017
Q4 		$118K Hold
1,664
– – 0.04% 214
2017
Q3 		$118K Hold
1,664
– – 0.05% 200
2017
Q2 		$119K Hold
1,664
– – 0.05% 189
2017
Q1 		$128K Hold
1,664
– – 0.06% 181
2016
Q4 		$126K Sell
1,664
-432
-21% -$30.3K 0.06% 195
2016
Q3 		$148K Hold
2,096
– – 0.07% 184
2016
Q2 		$159K Buy
2,096
+432
+26% +$30.6K 0.08% 167
2016
Q1 		$114K Hold
1,664
– – 0.06% 204
2015
Q4 		$113K Hold
1,664
– – 0.06% 205
2015
Q3 		$100K Buy
+1,664
New +$114K 0.06% 206

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

Parkside Financial Bank & Trust's MMP Position: Q3 2023 in Review

Parkside Financial Bank & Trust sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,484 shares — an estimated $279K sold.

Parkside Financial Bank & Trust first reported a position in MMP in Q3 2015 and held it in 32 quarters. The position peaked at $2.17M in Q3 2018. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Parkside Financial Bank & Trust reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 4,484 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $279K.
  • Parkside Financial Bank & Trust first reported a position in Magellan Midstream Partners, L.P. in Q3 2015 and held it in 32 quarters.
  • Parkside Financial Bank & Trust's Magellan Midstream Partners, L.P. position peaked at $2.17M in Q3 2018.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2023, filed 13 Nov 2023.