CAC
MMP

Certified Advisory Corp’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Certified Advisory Corp’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
-4,349
Closed -$271K – 295
2023
Q2 		$271K Sell
4,349
-440
-9% -$25.7K 0.05% 196
2023
Q1 		$260K Buy
4,789
+30
+0.6% +$1.59K 0.05% 208
2022
Q4 		$239K Buy
4,759
+264
+6% +$13.4K 0.05% 206
2022
Q3 		$214K Buy
4,495
+30
+0.7% +$1.51K 0.05% 204
2022
Q2 		$213K Buy
4,465
+30
+0.7% +$1.5K 0.05% 195
2022
Q1 		$218K Buy
+4,435
New +$215K 0.05% 202
2021
Q2 		– Sell
-3,708
Closed -$161K – 779
2021
Q1 		$161K Buy
+3,708
New +$162K 0.04% 207
2020
Q2 		$199K Buy
4,599
+52
+1% +$2.2K 0.07% 181
2020
Q1 		$166K Sell
4,547
-52
-1% -$2.79K 0.07% 175
2019
Q4 		$289K Sell
4,599
-689
-13% -$42.9K 0.09% 163
2019
Q3 		$350K Buy
5,288
+39
+0.7% +$2.57K 0.12% 145
2019
Q2 		$336K Buy
5,249
+10
+0.2% +$621 0.12% 136
2019
Q1 		$318K Sell
5,239
-123
-2% -$7.43K 0.13% 126
2018
Q4 		$306K Buy
5,362
+17
+0.3% +$1.05K 0.16% 115
2018
Q3 		$362K Buy
5,345
+14
+0.3% +$972 0.17% 109
2018
Q2 		$368K Buy
5,331
+209
+4% +$14K 0.2% 103
2018
Q1 		$298K Buy
5,122
+68
+1% +$4.57K 0.18% 114
2017
Q4 		$358K Buy
+5,054
New +$344K 0.26% 80

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