AWM
MMP

AE Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

AE Wealth 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
-5,843
Closed -$364K – 2105
2023
Q2 		$364K Sell
5,843
-304
-5% -$17.7K ﹤0.01% 1530
2023
Q1 		$334K Sell
6,147
-3,810
-38% -$202K ﹤0.01% 1501
2022
Q4 		$500K Sell
9,957
-5,972
-37% -$303K ﹤0.01% 1321
2022
Q3 		$757K Buy
15,929
+482
+3% +$24.2K 0.01% 1056
2022
Q2 		$738K Buy
15,447
+7,437
+93% +$371K 0.01% 1003
2022
Q1 		$393K Buy
8,010
+1,809
+29% +$87.5K ﹤0.01% 1309
2021
Q4 		$288K Buy
6,201
+378
+6% +$17.9K ﹤0.01% 1466
2021
Q3 		$265K Buy
5,823
+1,532
+36% +$72.8K ﹤0.01% 1414
2021
Q2 		$210K Buy
+4,291
New +$208K ﹤0.01% 1487
2020
Q3 		– Sell
-6,044
Closed -$261K – 1401
2020
Q2 		$261K Sell
6,044
-20
-0.3% -$845 ﹤0.01% 1070
2020
Q1 		$221K Sell
6,064
-782
-11% -$42K 0.01% 973
2019
Q4 		$430K Buy
6,846
+56
+0.8% +$3.49K 0.01% 784
2019
Q3 		$450K Sell
6,790
-270
-4% -$17.8K 0.01% 651
2019
Q2 		$452K Buy
+7,060
New +$438K 0.01% 615
2018
Q4 		– Sell
-7,491
Closed -$507K – 617
2018
Q3 		$507K Buy
+7,491
New +$520K 0.03% 317

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 $1B AUM 15.98% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.28B AUM 28.32% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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