Washington Trust’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Washington Trust’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	-3,753	Closed	-$234K	–	931
2023 Q2	$234K	Hold	3,753	–	–	0.01%	244
2023 Q1	$204K	Hold	3,753	–	–	0.01%	250
2022 Q4	$188K	Hold	3,753	–	–	0.01%	254
2022 Q3	$178K	Hold	3,753	–	–	0.01%	250
2022 Q2	$179K	Hold	3,753	–	–	0.01%	256
2022 Q1	$184K	Hold	3,753	–	–	0.01%	266
2021 Q4	$174K	Hold	3,753	–	–	0.01%	276
2021 Q3	$171K	Hold	3,753	–	–	﹤0.01%	336
2021 Q2	$184K	Hold	3,753	–	–	0.01%	322
2021 Q1	$163K	Sell	3,753 -785	-17%	-$34.3K	0.01%	328
2020 Q4	$192K	Buy	4,538 +694	+18%	+$27.7K	0.01%	288
2020 Q3	$131K	Hold	3,844	–	–	﹤0.01%	310
2020 Q2	$162K	Hold	3,844	–	–	0.01%	255
2020 Q1	$140K	Buy	+3,844	New	+$206K	0.01%	270
2019 Q4	–	Sell	-3,844	Closed	-$240K	–	246
2019 Q3	$240K	Hold	3,844	–	–	0.01%	205
2019 Q2	$246K	Hold	3,844	–	–	0.01%	217
2019 Q1	$232K	Hold	3,844	–	–	0.01%	205
2018 Q4	$219K	Buy	3,844 +400	+12%	+$24.7K	0.01%	208
2018 Q3	$233K	Sell	3,444 -150	-4%	-$10.4K	0.01%	210
2018 Q2	$248K	Buy	+3,594	New	+$242K	0.01%	221
2018 Q1	–	Hold	0	–	–	–	205
2017 Q4	–	Hold	0	–	–	–	196
2017 Q3	–	Hold	0	–	–	–	190
2017 Q2	–	Hold	0	–	–	–	185
2017 Q1	–	Hold	0	–	–	–	176
2016 Q4	–	Hold	0	–	–	–	170
2016 Q3	–	Hold	0	–	–	–	175
2016 Q2	–	Hold	0	–	–	–	169
2016 Q1	–	Hold	0	–	–	–	168
2015 Q4	–	Hold	0	–	–	–	180
2014 Q2	–	Hold	0	–	–	–	183
2014 Q1	–	Hold	0	–	–	–	184

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

Washington Trust's MMP Position: Q3 2023 in Review

Washington Trust sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 3,753 shares — an estimated $234K sold.

Washington Trust first reported a position in MMP in Q2 2018 and held it in 20 quarters. The position peaked at $248K in Q2 2018. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Washington Trust reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Washington Trust sold 3,753 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $234K.
Washington Trust first reported a position in Magellan Midstream Partners, L.P. in Q2 2018 and held it in 20 quarters.
Washington Trust's Magellan Midstream Partners, L.P. position peaked at $248K in Q2 2018.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Washington Trust's 13F filing for Q3 2023, filed 18 Oct 2023.