Private Ocean’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Private Ocean’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	-350	Closed	-$21.8K	–	588
2023 Q2	$21.8K	Hold	350	–	–	﹤0.01%	333
2023 Q1	$19K	Hold	350	–	–	﹤0.01%	320
2022 Q4	$17.6K	Hold	350	–	–	﹤0.01%	318
2022 Q3	$16K	Hold	350	–	–	﹤0.01%	329
2022 Q2	$16K	Hold	350	–	–	﹤0.01%	319
2022 Q1	$17K	Hold	350	–	–	﹤0.01%	357
2021 Q4	$16K	Hold	350	–	–	﹤0.01%	380
2021 Q3	$16K	Hold	350	–	–	﹤0.01%	374
2021 Q2	$17K	Hold	350	–	–	﹤0.01%	362
2021 Q1	$15K	Hold	350	–	–	﹤0.01%	394
2020 Q4	$15K	Hold	350	–	–	﹤0.01%	345
2020 Q3	$12K	Hold	350	–	–	﹤0.01%	366
2020 Q2	$15K	Hold	350	–	–	﹤0.01%	323
2020 Q1	$12K	Hold	350	–	–	﹤0.01%	370
2019 Q4	$23K	Hold	350	–	–	0.01%	327
2019 Q3	$24K	Hold	350	–	–	0.01%	315
2019 Q2	$22K	Hold	350	–	–	0.01%	288
2019 Q1	$21K	Hold	350	–	–	0.01%	272
2018 Q4	$20K	Hold	350	–	–	0.01%	229
2018 Q3	$24K	Hold	350	–	–	0.01%	205
2018 Q2	$24K	Hold	350	–	–	0.01%	223
2018 Q1	$20K	Buy	+350	New	+$23.5K	0.01%	255
2014 Q4	–	Sell	-1,345	Closed	-$113K	–	219
2014 Q3	$113K	Hold	1,345	–	–	0.08%	72
2014 Q2	$113K	Hold	1,345	–	–	0.08%	73
2014 Q1	$94K	Hold	1,345	–	–	0.07%	83
2013 Q4	$85K	Buy	+1,345	New	+$80.3K	0.07%	78

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

Private Ocean's MMP Position: Q3 2023 in Review

Private Ocean sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 350 shares — an estimated $21.8K sold.

Private Ocean first reported a position in MMP in Q4 2013 and held it in 26 quarters. The position peaked at $113K in Q3 2014. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Private Ocean reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Private Ocean sold 350 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $21.8K.
Private Ocean first reported a position in Magellan Midstream Partners, L.P. in Q4 2013 and held it in 26 quarters.
Private Ocean's Magellan Midstream Partners, L.P. position peaked at $113K in Q3 2014.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.