Trust Company of Vermont’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Trust Company of Vermont’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	-1,172	Closed	-$73K	–	867
2023 Q2	$73K	Hold	1,172	–	–	﹤0.01%	428
2023 Q1	$63.6K	Hold	1,172	–	–	﹤0.01%	467
2022 Q4	$58.8K	Hold	1,172	–	–	﹤0.01%	463
2022 Q3	$56K	Hold	1,172	–	–	﹤0.01%	474
2022 Q2	$56K	Buy	+1,172	New	+$58.5K	﹤0.01%	464
2022 Q1	–	Sell	-1,172	Closed	-$54K	–	781
2021 Q4	$54K	Buy	+1,172	New	+$55.4K	﹤0.01%	473
2021 Q3	–	Sell	-675	Closed	-$33K	–	753
2021 Q2	$33K	Hold	675	–	–	﹤0.01%	520
2021 Q1	$29K	Hold	675	–	–	﹤0.01%	519
2020 Q4	$29K	Hold	675	–	–	﹤0.01%	506
2020 Q3	$23K	Buy	+675	New	+$26.7K	﹤0.01%	514
2018 Q4	–	Sell	-475	Closed	-$32K	–	1040
2018 Q3	$32K	Hold	475	–	–	﹤0.01%	593
2018 Q2	$33K	Hold	475	–	–	﹤0.01%	598
2018 Q1	$28K	Hold	475	–	–	﹤0.01%	594
2017 Q4	$34K	Hold	475	–	–	﹤0.01%	570
2017 Q3	$34K	Sell	475 -415	-47%	-$28.6K	﹤0.01%	557
2017 Q2	$63K	Buy	+890	New	+$65.4K	0.01%	468
2014 Q2	–	Sell	-1,860	Closed	-$130K	–	754
2014 Q1	$130K	Hold	1,860	–	–	0.02%	261
2013 Q4	$118K	Buy	+1,860	New	+$111K	0.02%	273

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 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

Trust Company of Vermont's MMP Position: Q3 2023 in Review

Trust Company of Vermont sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 1,172 shares — an estimated $73K sold.

Trust Company of Vermont first reported a position in MMP in Q4 2013 and held it in 18 quarters. The position peaked at $130K in Q1 2014. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Trust Company of Vermont reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Trust Company of Vermont sold 1,172 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $73K.
Trust Company of Vermont first reported a position in Magellan Midstream Partners, L.P. in Q4 2013 and held it in 18 quarters.
Trust Company of Vermont's Magellan Midstream Partners, L.P. position peaked at $130K in Q1 2014.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Trust Company of Vermont's 13F filing for Q3 2023, filed 27 Nov 2023.