Lido Advisors
MMP

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

Lido 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
-6,643
Closed -$414K – 1337
2023
Q2 		$414K Buy
6,643
+2,041
+44% +$119K ﹤0.01% 796
2023
Q1 		$250K Buy
+4,602
New +$244K ﹤0.01% 930
2022
Q1 		– Sell
-73,198
Closed -$3.4M – 1114
2021
Q4 		$3.4M Buy
+73,198
New +$3.46M 0.07% 196
2021
Q1 		– Sell
-5,249
Closed -$222K – 912
2020
Q4 		$222K Buy
+5,249
New +$209K 0.01% 732
2020
Q1 		– Sell
-15,479
Closed -$973K – 702
2019
Q4 		$973K Buy
15,479
+11,038
+249% +$688K 0.06% 266
2019
Q3 		$294K Buy
4,441
+402
+10% +$26.5K 0.02% 455
2019
Q2 		$258K Buy
4,039
+128
+3% +$7.95K 0.02% 454
2019
Q1 		$237K Buy
+3,911
New +$236K 0.02% 450
2017
Q1 		– Sell
-7,122
Closed -$539K – 284
2016
Q4 		$539K Buy
+7,122
New +$499K 0.13% 85

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