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

Cerity 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	-108,628	Closed	-$6.77M	–	1757
2023 Q2	$6.77M	Sell	108,628 -1,070	-1%	-$62.5K	0.03%	439
2023 Q1	$6.07M	Buy	109,698 +4,614	+4%	+$244K	0.01%	454
2022 Q4	$5.28M	Buy	105,084 +90,670	+629%	+$4.6M	0.03%	352
2022 Q3	$685K	Sell	14,414 -80,328	-85%	-$4.03M	0.01%	604
2022 Q2	$4.53M	Buy	94,742 +89,413	+1,678%	+$4.46M	0.05%	258
2022 Q1	$261K	Buy	+5,329	New	+$258K	﹤0.01%	781

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 $8.74B AUM 14.62% 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

Cerity Partners's MMP Position: Q3 2023 in Review

Cerity Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 108,628 shares — an estimated $6.77M sold.

Cerity Partners first reported a position in MMP in Q1 2022 and held it in 6 quarters. The position peaked at $6.77M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Cerity Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Cerity Partners sold 108,628 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $6.77M.
Cerity Partners first reported a position in Magellan Midstream Partners, L.P. in Q1 2022 and held it in 6 quarters.
Cerity Partners's Magellan Midstream Partners, L.P. position peaked at $6.77M in Q2 2023.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Cerity Partners's 13F filing for Q3 2023, filed 14 Nov 2023.