JHCP
MMP

Jackson Hole Capital Partners’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Jackson Hole Capital 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
-75,083
Closed -$4.68M – 281
2023
Q2 		$4.68M Sell
75,083
-5,602
-7% -$327K 1.28% 15
2023
Q1 		$4.38M Sell
80,685
-5,072
-6% -$269K 1.16% 18
2022
Q4 		$4.31M Buy
85,757
+997
+1% +$50.6K 1.29% 19
2022
Q3 		$4.03M Sell
84,760
-486
-0.6% -$24.4K 1.24% 17
2022
Q2 		$4.07M Buy
85,246
+5,870
+7% +$293K 1.27% 19
2022
Q1 		$3.9M Sell
79,376
-10,770
-12% -$521K 1.12% 25
2021
Q4 		$4.19M Sell
90,146
-3,376
-4% -$160K 1.31% 20
2021
Q3 		$4.26M Buy
93,522
+9,339
+11% +$444K 1.39% 14
2021
Q2 		$4.12M Buy
84,183
+11,328
+16% +$549K 1.43% 15
2021
Q1 		$3.16M Buy
72,855
+13,151
+22% +$575K 1.3% 19
2020
Q4 		$2.53M Buy
59,704
+3,875
+7% +$155K 1.21% 24
2020
Q3 		$1.91M Buy
55,829
+10,845
+24% +$429K 1.13% 23
2020
Q2 		$1.94M Buy
44,984
+6,880
+18% +$291K 1.25% 21
2020
Q1 		$1.39M Sell
38,104
-13,413
-26% -$720K 1.04% 27
2019
Q4 		$3.24M Buy
51,517
+300
+0.6% +$18.7K 1.78% 12
2019
Q3 		$3.39M Buy
51,217
+350
+0.7% +$23K 1.93% 7
2019
Q2 		$3.25M Buy
50,867
+4,349
+9% +$270K 2.02% 8
2019
Q1 		$2.82M Buy
46,518
+6,266
+16% +$379K 2.5% 6
2018
Q4 		$2.3M Buy
+40,252
New +$2.49M 2.45% 7

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