SMH
MMP

Sanders Morris Harris’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Sanders Morris Harris’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
-5,550
Closed -$347K – 274
2023
Q2 		$347K Buy
+5,550
New +$324K 0.08% 175
2023
Q1 		– Sell
-6,550
Closed -$329K – 255
2022
Q4 		$329K Hold
6,550
– – 0.12% 147
2022
Q3 		$314K Buy
+6,550
New +$329K 0.08% 192
2022
Q1 		– Sell
-5,550
Closed -$260K – 349
2021
Q4 		$260K Hold
5,550
– – 0.05% 252
2021
Q3 		$256K Hold
5,550
– – 0.05% 254
2021
Q2 		$271K Hold
5,550
– – 0.05% 252
2021
Q1 		$251K Hold
5,550
– – 0.05% 247
2020
Q4 		$256K Hold
5,550
– – 0.06% 230
2020
Q3 		$203K Buy
+5,550
New +$220K 0.06% 235
2020
Q1 		– Sell
-3,232
Closed -$203K – 288
2019
Q4 		$203K Hold
3,232
– – 0.05% 264
2019
Q3 		$211K Sell
3,232
-1,146
-26% -$75.5K 0.05% 250
2019
Q2 		$282K Buy
+4,378
New +$272K 0.07% 222
2016
Q2 		– Sell
-38,251
Closed -$2.63M – 333
2016
Q1 		$2.63M Buy
+38,251
New +$2.5M 0.45% 44

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