SIA
MMP

SeaBridge Investment Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

SeaBridge Investment Advisors’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
-15,677
Closed -$977K – 141
2023
Q2 		$977K Sell
15,677
-1,075
-6% -$62.7K 0.32% 90
2023
Q1 		$909K Hold
16,752
– – 0.32% 89
2022
Q4 		$841K Sell
16,752
-180
-1% -$9.13K 0.3% 92
2022
Q3 		$804K Hold
16,932
– – 0.28% 95
2022
Q2 		$809K Sell
16,932
-675
-4% -$33.7K 0.26% 96
2022
Q1 		$864K Hold
17,607
– – 0.26% 105
2021
Q4 		$818K Sell
17,607
-1,620
-8% -$76.5K 0.26% 104
2021
Q3 		$876K Buy
19,227
+22
+0.1% +$1.05K 0.29% 103
2021
Q2 		$939K Hold
19,205
– – 0.3% 101
2021
Q1 		$833K Hold
19,205
– – 0.28% 104
2020
Q4 		$815K Sell
19,205
-120
-0.6% -$4.79K 0.29% 100
2020
Q3 		$661K Sell
19,325
-230
-1% -$9.11K 0.25% 99
2020
Q2 		$844K Hold
19,555
– – 0.33% 91
2020
Q1 		$714K Sell
19,555
-50
-0.3% -$2.69K 0.33% 89
2019
Q4 		$1.23M Sell
19,605
-1,508
-7% -$93.9K 0.43% 75
2019
Q3 		$1.4M Sell
21,113
-13,244
-39% -$872K 0.48% 69
2019
Q2 		$2.2M Sell
34,357
-59
-0.2% -$3.66K 0.73% 57
2019
Q1 		$2.09M Buy
34,416
+491
+1% +$29.7K 0.7% 60
2018
Q4 		$1.94M Buy
33,925
+198
+0.6% +$12.2K 0.7% 63
2018
Q3 		$2.28M Sell
33,727
-1,894
-5% -$131K 0.58% 65
2018
Q2 		$2.46M Sell
35,621
-381
-1% -$25.6K 0.61% 61
2018
Q1 		$2.1M Buy
36,002
+126
+0.4% +$8.46K 0.47% 67
2017
Q4 		$2.54M Sell
35,876
-406
-1% -$27.7K 0.55% 67
2017
Q3 		$2.58M Sell
36,282
-1,450
-4% -$100K 0.6% 64
2017
Q2 		$2.69M Buy
37,732
+46
+0.1% +$3.38K 0.65% 63
2017
Q1 		$2.9M Sell
37,686
-787
-2% -$61K 0.7% 58
2016
Q4 		$2.91M Sell
38,473
-552
-1% -$38.7K 0.7% 56
2016
Q3 		$2.76M Sell
39,025
-49
-0.1% -$3.5K 0.68% 55
2016
Q2 		$2.97M Buy
39,074
+1,291
+3% +$91.6K 0.75% 52
2016
Q1 		$2.6M Sell
37,783
-5,552
-13% -$363K 0.63% 59
2015
Q4 		$2.94M Sell
43,335
-3,198
-7% -$207K 0.65% 59
2015
Q3 		$2.8M Sell
46,533
-140
-0.3% -$9.56K 0.65% 60
2015
Q2 		$3.42M Sell
46,673
-127
-0.3% -$10.2K 0.7% 57
2015
Q1 		$3.59M Sell
46,800
-7,638
-14% -$610K 0.72% 56
2014
Q4 		$4.5M Buy
54,438
+1,455
+3% +$119K 0.92% 44
2014
Q3 		$4.46M Buy
52,983
+557
+1% +$46.3K 1.04% 45
2014
Q2 		$4.41M Sell
52,426
-85
-0.2% -$6.66K 0.9% 47
2014
Q1 		$3.66M Buy
52,511
+4,832
+10% +$322K 0.82% 52
2013
Q4 		$3.02M Sell
47,679
-652
-1% -$38.9K 0.67% 58
2013
Q3 		$2.73M Sell
48,331
-920
-2% -$50.6K 0.66% 61
2013
Q2 		$2.68M Buy
+49,251
New +$2.59M 0.71% 56

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
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 $4.9B AUM 23.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 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

SeaBridge Investment Advisors's MMP Position: Q3 2023 in Review

SeaBridge Investment Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 15,677 shares — an estimated $977K sold.

SeaBridge Investment Advisors first reported a position in MMP in Q2 2013 and held it in 41 quarters. The position peaked at $4.5M in Q4 2014. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • SeaBridge Investment Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 15,677 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $977K.
  • SeaBridge Investment Advisors first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 41 quarters.
  • SeaBridge Investment Advisors's Magellan Midstream Partners, L.P. position peaked at $4.5M in Q4 2014.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on SeaBridge Investment Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.