RiverGlades Family Offices’s Magellan Midstream Partners, L.P. MMP Stock Holding History

RiverGlades Family Offices’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	-10,412	Closed	-$649K	–	79
2023 Q2	$649K	Hold	10,412	–	–	0.58%	35
2023 Q1	$565K	Hold	10,412	–	–	0.52%	35
2022 Q4	$523K	Buy	+10,412	New	+$528K	0.48%	38
2022 Q2	$497K	Hold	10,412	–	–	0.46%	39
2022 Q1	$511K	Hold	10,412	–	–	0.39%	46
2021 Q4	$484K	Hold	10,412	–	–	0.35%	46
2021 Q3	$475K	Hold	10,412	–	–	0.37%	44
2021 Q2	$509K	Hold	10,412	–	–	0.39%	42
2021 Q1	$451K	Hold	10,412	–	–	0.37%	44
2020 Q4	$442K	Hold	10,412	–	–	0.37%	45
2020 Q3	$356K	Hold	10,412	–	–	0.34%	46
2020 Q2	$449K	Hold	10,412	–	–	0.46%	38
2020 Q1	$380K	Hold	10,412	–	–	0.4%	42
2019 Q4	$655K	Hold	10,412	–	–	0.56%	36
2019 Q3	$690K	Hold	10,412	–	–	0.62%	34
2019 Q2	$666K	Buy	+10,412	New	+$646K	0.59%	34
2019 Q1	–	Hold	0	–	–	–	37
2018 Q3	–	Hold	0	–	–	–	34
2018 Q2	–	Hold	0	–	–	–	32
2018 Q1	–	Sell	-10,412	Closed	-$699K	–	36
2017 Q4	$739K	Buy	+10,412	New	+$709K	0.61%	32

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 $8.74B AUM 14.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

RiverGlades Family Offices's MMP Position: Q3 2023 in Review

RiverGlades Family Offices sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 10,412 shares — an estimated $649K sold.

RiverGlades Family Offices first reported a position in MMP in Q4 2017 and held it in 17 quarters. The position peaked at $739K in Q4 2017. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

RiverGlades Family Offices reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
RiverGlades Family Offices sold 10,412 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $649K.
RiverGlades Family Offices first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 17 quarters.
RiverGlades Family Offices's Magellan Midstream Partners, L.P. position peaked at $739K in Q4 2017.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on RiverGlades Family Offices's 13F filing for Q3 2023, filed 14 Nov 2023.