First Foundation Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

First Foundation Advisors’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	-5,196	Closed	-$324K	–	449
2023 Q2	$324K	Hold	5,196	–	–	0.01%	302
2023 Q1	$282K	Hold	5,196	–	–	0.01%	304
2022 Q4	$261K	Hold	5,196	–	–	0.01%	329
2022 Q3	$247K	Buy	5,196 +1	+0%	+$50	0.01%	313
2022 Q2	$248K	Buy	5,195 +23	+0.4%	+$1.15K	0.01%	339
2022 Q1	$254K	Buy	+5,172	New	+$250K	0.01%	364
2020 Q1	–	Sell	-3,918	Closed	-$246K	–	375
2019 Q4	$246K	Buy	3,918 +11	+0.3%	+$685	0.01%	318
2019 Q3	$259K	Buy	3,907 +10	+0.3%	+$658	0.01%	307
2019 Q2	$249K	Buy	3,897 +10	+0.3%	+$621	0.01%	300
2019 Q1	$236K	Sell	3,887 -1,219	-24%	-$73.7K	0.01%	295
2018 Q4	$291K	Sell	5,106 -110	-2%	-$6.79K	0.02%	315
2018 Q3	$353K	Sell	5,216 -5,006	-49%	-$347K	0.02%	268
2018 Q2	$706K	Buy	10,222 +5,083	+99%	+$342K	0.04%	191
2018 Q1	$300K	Buy	5,139 +38	+0.7%	+$2.55K	0.02%	263
2017 Q4	$362K	Buy	5,101 +38	+0.8%	+$2.59K	0.02%	249
2017 Q3	$360K	Hold	5,063	–	–	0.02%	230
2017 Q2	$361K	Hold	5,063	–	–	0.02%	235
2017 Q1	$389K	Sell	5,063 -892	-15%	-$69.2K	0.02%	234
2016 Q4	$450K	Buy	5,955 +300	+5%	+$21K	0.03%	213
2016 Q3	$400K	Hold	5,655	–	–	0.03%	214
2016 Q2	$430K	Sell	5,655 -845	-13%	-$59.9K	0.03%	205
2016 Q1	$447K	Buy	6,500 +2,751	+73%	+$180K	0.03%	185
2015 Q4	$255K	Sell	3,749 -2,231	-37%	-$145K	0.02%	248
2015 Q3	$359K	Buy	5,980 +7	+0.1%	+$478	0.03%	174
2015 Q2	$438K	Sell	5,973 -1	-0%	-$80	0.03%	159
2015 Q1	$458K	Sell	5,974 -235	-4%	-$18.8K	0.04%	154
2014 Q4	$513K	Sell	6,209 -5,039	-45%	-$412K	0.05%	146
2014 Q3	$947K	Sell	11,248 -52	-0.5%	-$4.32K	0.09%	86
2014 Q2	$950K	Buy	11,300 +582	+5%	+$45.6K	0.1%	76
2014 Q1	$748K	Buy	10,718 +548	+5%	+$36.5K	0.09%	74
2013 Q4	$643K	Buy	10,170 +171	+2%	+$10.2K	0.09%	81
2013 Q3	$553K	Buy	9,999 +1,027	+11%	+$56.4K	0.09%	85
2013 Q2	$489K	Buy	+8,972	New	+$471K	0.1%	77