MGO One Seven’s Magellan Midstream Partners, L.P. MMP Stock Holding History

MGO One Seven’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	-8,986	Closed	-$560K	–	910
2023 Q2	$560K	Sell	8,986 -4,024	-31%	-$235K	0.05%	385
2023 Q1	$706K	Buy	13,010 +1,205	+10%	+$63.9K	0.04%	379
2022 Q4	$593K	Buy	11,805 +334	+3%	+$16.9K	0.06%	348
2022 Q3	$3.85K	Buy	+11,471	New	+$576K	0.15%	91
2019 Q1	–	Sell	-348	Closed	-$19K	–	1759
2018 Q4	$19K	Buy	+348	New	+$21.5K	0.01%	944
2018 Q1	$29K	Buy	500 +3	+0.6%	+$201	0.01%	763
2017 Q4	$35K	Buy	+497	New	+$33.9K	0.02%	714

Other funds holding MMP

Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 1-Year Est. Return

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

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return