CSC
MMP

Caldwell Sutter Capital’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Caldwell Sutter Capital’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
-7,535
Closed -$470K – 899
2023
Q2 		$470K Buy
7,535
+1,815
+32% +$106K 0.25% 101
2023
Q1 		$310K Buy
+5,720
New +$303K 0.23% 93

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
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 $4.31B 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 $683M AUM 22.58% 1-Year Est. Return

Caldwell Sutter Capital's MMP Position: Q3 2023 in Review

Caldwell Sutter Capital sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 7,535 shares — an estimated $470K sold.

Caldwell Sutter Capital first reported a position in MMP in Q1 2023 and held it in 2 quarters. The position peaked at $470K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Caldwell Sutter Capital reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Caldwell Sutter Capital sold 7,535 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $470K.
  • Caldwell Sutter Capital first reported a position in Magellan Midstream Partners, L.P. in Q1 2023 and held it in 2 quarters.
  • Caldwell Sutter Capital's Magellan Midstream Partners, L.P. position peaked at $470K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Caldwell Sutter Capital's 13F filing for Q3 2023, filed 25 Oct 2023.