IIM
MMP

Ipswich Investment Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Ipswich Investment 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
-10,785
Closed -$672K – 192
2023
Q2 		$672K Sell
10,785
-120
-1% -$7K 0.18% 109
2023
Q1 		$592K Hold
10,905
– – 0.16% 113
2022
Q4 		$548K Hold
10,905
– – 0.16% 118
2022
Q3 		$518K Buy
10,905
+800
+8% +$40.1K 0.16% 117
2022
Q2 		$483K Hold
10,105
– – 0.14% 121
2022
Q1 		$496K Hold
10,105
– – 0.12% 126
2021
Q4 		$469K Sell
10,105
-225
-2% -$10.6K 0.11% 136
2021
Q3 		$471K Sell
10,330
-3,505
-25% -$167K 0.12% 132
2021
Q2 		$677K Hold
13,835
– – 0.17% 115
2021
Q1 		$600K Sell
13,835
-200
-1% -$8.74K 0.17% 109
2020
Q4 		$596K Sell
14,035
-1,600
-10% -$63.8K 0.18% 109
2020
Q3 		$535K Buy
15,635
+590
+4% +$23.4K 0.17% 109
2020
Q2 		$650K Sell
15,045
-250
-2% -$10.6K 0.22% 95
2020
Q1 		$558K Sell
15,295
-300
-2% -$16.1K 0.22% 96
2019
Q4 		$980K Buy
15,595
+1,800
+13% +$112K 0.29% 82
2019
Q3 		$914K Buy
13,795
+1,900
+16% +$125K 0.29% 81
2019
Q2 		$761K Buy
11,895
+266
+2% +$16.5K 0.24% 92
2019
Q1 		$705K Buy
11,629
+601
+5% +$36.3K 0.23% 92
2018
Q4 		$629K Hold
11,028
– – 0.23% 86
2018
Q3 		$747K Buy
+11,028
New +$765K 0.25% 87
2016
Q2 		– Sell
-552
Closed -$39K – 338
2016
Q1 		$39K Buy
+552
New +$36.1K 0.02% 250

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 28.32% 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 $567M AUM 16.01% 1-Year Est. Return

Ipswich Investment Management's MMP Position: Q3 2023 in Review

Ipswich Investment Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 10,785 shares — an estimated $672K sold.

Ipswich Investment Management first reported a position in MMP in Q1 2016 and held it in 21 quarters. The position peaked at $980K in Q4 2019. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Ipswich Investment Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Ipswich Investment Management sold 10,785 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $672K.
  • Ipswich Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q1 2016 and held it in 21 quarters.
  • Ipswich Investment Management's Magellan Midstream Partners, L.P. position peaked at $980K in Q4 2019.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Ipswich Investment Management's 13F filing for Q3 2023, filed 8 Nov 2023.