Sippican Capital Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Sippican Capital 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	-4,625	Closed	-$288K	–	110
2023 Q2	$288K	Hold	4,625	–	–	0.27%	87
2023 Q1	$251K	Buy	4,625 +50	+1%	+$2.65K	0.24%	87
2022 Q4	$230K	Hold	4,575	–	–	0.22%	91
2022 Q3	$217K	Hold	4,575	–	–	0.23%	92
2022 Q2	$219K	Hold	4,575	–	–	0.22%	95
2022 Q1	$224K	Buy	+4,575	New	+$221K	0.19%	104
2016 Q3	–	Sell	-2,650	Closed	-$201K	–	99
2016 Q2	$201K	Buy	+2,650	New	+$188K	0.24%	95
2015 Q2	–	Sell	-3,200	Closed	-$245K	–	108
2015 Q1	$245K	Sell	3,200 -25	-0.8%	-$2K	0.25%	95
2014 Q4	$267K	Hold	3,225	–	–	0.27%	94
2014 Q3	$271K	Buy	+3,225	New	+$268K	0.28%	97

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

Sippican Capital Advisors's MMP Position: Q3 2023 in Review

Sippican Capital Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,625 shares — an estimated $288K sold.

Sippican Capital Advisors first reported a position in MMP in Q3 2014 and held it in 10 quarters. The position peaked at $288K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Sippican Capital Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Sippican Capital Advisors sold 4,625 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $288K.
Sippican Capital Advisors first reported a position in Magellan Midstream Partners, L.P. in Q3 2014 and held it in 10 quarters.
Sippican Capital Advisors's Magellan Midstream Partners, L.P. position peaked at $288K in Q2 2023.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Sippican Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.