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 $7.06B AUM 27.24% 1-Year Est. Return

BFG

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

Payden & Rygel Los Angeles, California $1.3B AUM 32.58% 1-Year Est. Return

PRIG

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Certified Advisory Corp's MMP Position: Q3 2023 in Review

Certified Advisory Corp sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,349 shares — an estimated $271K sold.

Certified Advisory Corp first reported a position in MMP in Q4 2017 and held it in 18 quarters. The position peaked at $368K in Q2 2018. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Certified Advisory Corp reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Certified Advisory Corp sold 4,349 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $271K.
Certified Advisory Corp first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 18 quarters.
Certified Advisory Corp's Magellan Midstream Partners, L.P. position peaked at $368K in Q2 2018.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Certified Advisory Corp's 13F filing for Q3 2023, filed 13 Nov 2023.