Bellevue Asset Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Bellevue Asset 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	-548	Closed	-$34.2K	–	482
2023 Q2	$34.2K	Hold	548	–	–	0.02%	178
2023 Q1	$29.7K	Hold	548	–	–	0.02%	190
2022 Q4	$27.3K	Hold	548	–	–	0.02%	202
2022 Q3	$26K	Hold	548	–	–	0.02%	210
2022 Q2	$26K	Hold	548	–	–	0.02%	223
2022 Q1	$27K	Hold	548	–	–	0.02%	235
2021 Q4	$25K	Hold	548	–	–	0.01%	259
2021 Q3	$25K	Hold	548	–	–	0.02%	259
2021 Q2	$27K	Hold	548	–	–	0.02%	256
2021 Q1	$24K	Hold	548	–	–	0.01%	271
2020 Q4	$25K	Hold	548	–	–	0.02%	257
2020 Q3	$19K	Hold	548	–	–	0.01%	264
2020 Q2	$24K	Hold	548	–	–	0.02%	245
2020 Q1	$22K	Hold	548	–	–	0.02%	259
2019 Q4	$34K	Buy	+548	New	+$34.1K	0.03%	202

Other funds holding MMP

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

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Payden & Rygel Los Angeles, California $1.3B 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