Wilbanks Smith & Thomas Asset Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-4,501	Closed	-$281K	–	534
2023 Q2	$281K	Hold	4,501	–	–	0.01%	430
2023 Q1	$244K	Hold	4,501	–	–	0.01%	447
2022 Q4	$226K	Buy	+4,501	New	+$228K	0.01%	453
2020 Q1	–	Sell	-8,180	Closed	-$514K	–	448
2019 Q4	$514K	Hold	8,180	–	–	0.03%	243
2019 Q3	$542K	Hold	8,180	–	–	0.03%	218
2019 Q2	$524K	Hold	8,180	–	–	0.03%	226
2019 Q1	$496K	Sell	8,180 -468	-5%	-$28.3K	0.03%	237
2018 Q4	$493K	Sell	8,648 -1,119	-11%	-$69.1K	0.03%	205
2018 Q3	$661K	Buy	9,767 +468	+5%	+$32.5K	0.04%	202
2018 Q2	$642K	Hold	9,299	–	–	0.05%	169
2018 Q1	$543K	Buy	9,299 +795	+9%	+$53.4K	0.04%	182
2017 Q4	$603K	Hold	8,504	–	–	0.05%	178
2017 Q3	$604K	Hold	8,504	–	–	0.05%	178
2017 Q2	$606K	Hold	8,504	–	–	0.05%	168
2017 Q1	$654K	Buy	+8,504	New	+$660K	0.06%	162

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

Wilbanks Smith & Thomas Asset Management's MMP Position: Q3 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,501 shares — an estimated $281K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in MMP in Q1 2017 and held it in 15 quarters. The position peaked at $661K in Q3 2018. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 4,501 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $281K.
Wilbanks Smith & Thomas Asset Management first reported a position in Magellan Midstream Partners, L.P. in Q1 2017 and held it in 15 quarters.
Wilbanks Smith & Thomas Asset Management's Magellan Midstream Partners, L.P. position peaked at $661K in Q3 2018.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2023, filed 6 Nov 2023.