Pinnacle Bancorp’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Pinnacle Bancorp’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	-2,290	Closed	-$143K	–	806
2023 Q2	$143K	Hold	2,290	–	–	0.05%	221
2023 Q1	$124K	Hold	2,290	–	–	0.05%	233
2022 Q4	$115K	Hold	2,290	–	–	0.04%	231
2022 Q3	$109K	Hold	2,290	–	–	0.05%	224
2022 Q2	$109K	Sell	2,290 -250	-10%	-$12.5K	0.04%	226
2022 Q1	$125K	Hold	2,540	–	–	0.04%	221
2021 Q4	$118K	Hold	2,540	–	–	0.04%	228
2021 Q3	$116K	Hold	2,540	–	–	0.05%	219
2021 Q2	$124K	Hold	2,540	–	–	0.06%	213
2021 Q1	$110K	Hold	2,540	–	–	0.05%	217
2020 Q4	$108K	Hold	2,540	–	–	0.07%	222
2020 Q3	$87K	Hold	2,540	–	–	0.06%	231
2020 Q2	$110K	Hold	2,540	–	–	0.08%	191
2020 Q1	$93K	Hold	2,540	–	–	0.08%	191
2019 Q4	$160K	Sell	2,540 -500	-16%	-$31.1K	0.11%	157
2019 Q3	$201K	Hold	3,040	–	–	0.11%	131
2019 Q2	$195K	Hold	3,040	–	–	0.11%	136
2019 Q1	$184K	Hold	3,040	–	–	0.11%	141
2018 Q4	$173K	Buy	+3,040	New	+$188K	0.11%	140
2017 Q1	$283K	Buy	+3,816	New	+$296K	0.2%	75

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

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

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

Pinnacle Bancorp's MMP Position: Q3 2023 in Review

Pinnacle Bancorp sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 2,290 shares — an estimated $143K sold.

Pinnacle Bancorp first reported a position in MMP in Q1 2017 and held it in 20 quarters. The position peaked at $283K in Q1 2017. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Pinnacle Bancorp reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Pinnacle Bancorp sold 2,290 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $143K.
Pinnacle Bancorp first reported a position in Magellan Midstream Partners, L.P. in Q1 2017 and held it in 20 quarters.
Pinnacle Bancorp's Magellan Midstream Partners, L.P. position peaked at $283K in Q1 2017.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Pinnacle Bancorp's 13F filing for Q3 2023, filed 18 Oct 2023.