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

Almanack Investment Partners’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	-6,200	Closed	-$386K	–	186
2023 Q2	$386K	Hold	6,200	–	–	0.07%	107
2023 Q1	$336K	Hold	6,200	–	–	0.07%	118
2022 Q4	$311K	Sell	6,200 -6,200	-50%	-$315K	0.07%	122
2022 Q3	$589K	Buy	12,400 +5,400	+77%	+$271K	0.12%	71
2022 Q2	$334K	Sell	7,000 -424	-6%	-$21.2K	0.03%	296
2022 Q1	$364K	Hold	7,424	–	–	0.03%	317
2021 Q4	$345K	Buy	7,424 +260	+4%	+$12.3K	0.03%	341
2021 Q3	$327K	Hold	7,164	–	–	0.03%	352
2021 Q2	$350K	Buy	+7,164	New	+$347K	0.03%	287
2019 Q3	–	Sell	-1,791	Closed	-$115K	–	304
2019 Q2	$115K	Buy	+1,791	New	+$111K	0.03%	251

Other funds holding MMP

Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Payden & Rygel Los Angeles, California $1.28B AUM 28.32% 1-Year Est. Return

Payden & Rygel Investment Group Los Angeles, California $1.24B AUM

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return