RCG
MMP

Regatta Capital Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Regatta Capital Group’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
-23,447
Closed -$1.46M – 175
2023
Q2 		$1.46M Sell
23,447
-2,803
-11% -$164K 0.46% 42
2023
Q1 		$1.32M Hold
26,250
– – 0.47% 52
2022
Q4 		$1.32M Buy
26,250
+1,721
+7% +$87.3K 0.47% 52
2022
Q3 		$1.17M Buy
24,529
+6,664
+37% +$334K 0.48% 56
2022
Q2 		$853K Sell
17,865
-8,074
-31% -$403K 0.41% 67
2022
Q1 		$1.27M Sell
25,939
-2,123
-8% -$103K 0.44% 61
2021
Q4 		$1.3M Buy
+28,062
New +$1.33M 0.46% 54

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

Regatta Capital Group's MMP Position: Q3 2023 in Review

Regatta Capital Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 23,447 shares — an estimated $1.46M sold.

Regatta Capital Group first reported a position in MMP in Q4 2021 and held it in 7 quarters. The position peaked at $1.46M in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Regatta Capital Group reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Regatta Capital Group sold 23,447 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.46M.
  • Regatta Capital Group first reported a position in Magellan Midstream Partners, L.P. in Q4 2021 and held it in 7 quarters.
  • Regatta Capital Group's Magellan Midstream Partners, L.P. position peaked at $1.46M in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Regatta Capital Group's 13F filing for Q3 2023, filed 30 Oct 2023.