R.M. Sincerbeaux Capital Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

R.M. Sincerbeaux Capital 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	-26,182	Closed	-$1.63M	–	44
2023 Q2	$1.63M	Hold	26,182	–	–	1.11%	23
2023 Q1	$1.42M	Hold	26,182	–	–	0.99%	25
2022 Q4	$1.31M	Hold	26,182	–	–	0.93%	27
2022 Q3	$1.24M	Hold	26,182	–	–	0.98%	27
2022 Q2	$1.25M	Hold	26,182	–	–	0.92%	28
2022 Q1	$1.28M	Hold	26,182	–	–	0.81%	29
2021 Q4	$1.22M	Hold	26,182	–	–	0.73%	29
2021 Q3	$1.19M	Hold	26,182	–	–	0.78%	31
2021 Q2	$1.28M	Hold	26,182	–	–	0.81%	30
2021 Q1	$1.14M	Hold	26,182	–	–	0.77%	30
2020 Q4	$1.11M	Sell	26,182 -6,324	-19%	-$252K	0.81%	29
2020 Q3	$1.11M	Hold	32,506	–	–	0.95%	26
2020 Q2	$1.4M	Hold	32,506	–	–	1.25%	23
2020 Q1	$1.19M	Hold	32,506	–	–	1.18%	25
2019 Q4	$2.04M	Hold	32,506	–	–	1.58%	21
2019 Q3	$2.15M	Hold	32,506	–	–	1.71%	20
2019 Q2	$2.08M	Sell	32,506 -2,593	-7%	-$161K	1.69%	20
2019 Q1	$2.13M	Hold	35,099	–	–	1.72%	20
2018 Q4	$2M	Hold	35,099	–	–	1.85%	18
2018 Q3	$2.38M	Hold	35,099	–	–	1.92%	17
2018 Q2	$2.42M	Sell	35,099 -2,593	-7%	-$174K	2.14%	17
2018 Q1	$2.2M	Hold	37,692	–	–	2.06%	19
2017 Q4	$2.67M	Hold	37,692	–	–	2.44%	16
2017 Q3	$2.68M	Sell	37,692 -3,162	-8%	-$218K	2.58%	16
2017 Q2	$2.91M	Hold	40,854	–	–	2.62%	15
2017 Q1	$3.14M	Sell	40,854 -1,480	-3%	-$115K	2.92%	13
2016 Q4	$3.2M	Sell	42,334 -14,420	-25%	-$1.01M	3.03%	13
2016 Q3	$4.01M	Hold	56,754	–	–	3.91%	8
2016 Q2	$4.31M	Hold	56,754	–	–	4.44%	6
2016 Q1	$3.9M	Sell	56,754 -3,715	-6%	-$243K	4.09%	6
2015 Q4	$4.11M	Sell	60,469 -1,600	-3%	-$104K	4.45%	6
2015 Q3	$3.73M	Buy	62,069 +6,324	+11%	+$432K	3.94%	7
2015 Q2	$4.09M	Sell	55,745 -12,232	-18%	-$982K	4%	7
2015 Q1	$5.21M	Sell	67,977 -450	-0.7%	-$36K	4.75%	4
2014 Q4	$5.66M	Sell	68,427 -6,069	-8%	-$496K	5.17%	3
2014 Q3	$6.27M	Sell	74,496 -970	-1%	-$80.7K	5.74%	2
2014 Q2	$6.34M	Hold	75,466	–	–	5.94%	2
2014 Q1	$5.26M	Sell	75,466 -370	-0.5%	-$24.6K	5.18%	3
2013 Q4	$4.8M	Buy	+75,836	New	+$4.53M	4.72%	4

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 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

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

R.M. Sincerbeaux Capital Management's MMP Position: Q3 2023 in Review

R.M. Sincerbeaux Capital Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 26,182 shares — an estimated $1.63M sold.

R.M. Sincerbeaux Capital Management first reported a position in MMP in Q4 2013 and held it in 39 quarters. The position peaked at $6.34M in Q2 2014. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

R.M. Sincerbeaux Capital Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
R.M. Sincerbeaux Capital Management sold 26,182 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.63M.
R.M. Sincerbeaux Capital Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2013 and held it in 39 quarters.
R.M. Sincerbeaux Capital Management's Magellan Midstream Partners, L.P. position peaked at $6.34M in Q2 2014.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on R.M. Sincerbeaux Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.