LFAS
MMP

Level Four Advisory Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Level Four Advisory Services’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
-7,557
Closed -$471K – 879
2023
Q2 		$471K Buy
7,557
+63
+0.8% +$3.68K 0.03% 488
2023
Q1 		$407K Buy
+7,494
New +$397K 0.03% 488
2021
Q2 		– Sell
-6,119
Closed -$265K – 688
2021
Q1 		$265K Buy
6,119
+318
+5% +$13.9K 0.02% 532
2020
Q4 		$246K Sell
5,801
-869
-13% -$34.7K 0.02% 512
2020
Q3 		$228K Sell
6,670
-3,448
-34% -$136K 0.02% 491
2020
Q2 		$438K Buy
10,118
+3,723
+58% +$157K 0.03% 385
2020
Q1 		$232K Buy
6,395
+1,330
+26% +$71.4K 0.03% 432
2019
Q4 		$318K Sell
5,065
-900
-15% -$56.1K 0.01% 457
2019
Q3 		$395K Sell
5,965
-145
-2% -$9.55K 0.04% 357
2019
Q2 		$393K Sell
6,110
-190
-3% -$11.8K 0.04% 369
2019
Q1 		$382K Sell
6,300
-1,690
-21% -$102K 0.04% 359
2018
Q4 		$456K Buy
7,990
+53
+0.7% +$3.27K 0.06% 315
2018
Q3 		$537K Sell
7,937
-16,118
-67% -$1.12M 0.06% 328
2018
Q2 		$1.66M Buy
24,055
+3,811
+19% +$256K 0.13% 167
2018
Q1 		$1.18M Sell
20,244
-4,409
-18% -$296K 0.1% 202
2017
Q4 		$1.75M Buy
24,653
+433
+2% +$29.5K 0.14% 142
2017
Q3 		$1.72M Buy
24,220
+16,477
+213% +$1.14M 0.16% 131
2017
Q2 		$593K Sell
7,743
-13,964
-64% -$1.03M 0.09% 221
2017
Q1 		$1.67M Sell
21,707
-7,345
-25% -$570K 0.17% 124
2016
Q4 		$2.2M Buy
+29,052
New +$2.03M 0.28% 73

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