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

Sequoia Financial 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	-20,758	Closed	-$1.29M	–	1022
2023 Q2	$1.29M	Buy	+20,758	New	+$1.21M	0.02%	305
2022 Q4	–	Sell	-4,486	Closed	-$213K	–	817
2022 Q3	$213K	Sell	4,486 -582	-11%	-$29.2K	0.01%	478
2022 Q2	$242K	Buy	5,068 +824	+19%	+$41.1K	0.01%	498
2022 Q1	$208K	Buy	+4,244	New	+$205K	0.01%	611
2021 Q3	–	Sell	-5,500	Closed	-$269K	–	480
2021 Q2	$269K	Buy	5,500 +390	+8%	+$18.9K	0.01%	400
2021 Q1	$222K	Buy	+5,110	New	+$223K	0.01%	399
2020 Q2	–	Sell	-5,817	Closed	-$212K	–	410
2020 Q1	$212K	Sell	5,817 -522	-8%	-$28K	0.02%	324
2019 Q4	$399K	Hold	6,339	–	–	0.03%	252
2019 Q3	$420K	Sell	6,339 -364	-5%	-$24K	0.03%	216
2019 Q2	$429K	Sell	6,703 -508	-7%	-$31.5K	0.03%	220
2019 Q1	$437K	Buy	7,211 +872	+14%	+$52.7K	0.04%	206
2018 Q4	$362K	Sell	6,339 -340	-5%	-$21K	0.04%	179
2018 Q3	$452K	Hold	6,679	–	–	0.04%	169
2018 Q2	$461K	Hold	6,679	–	–	0.05%	166
2018 Q1	$390K	Sell	6,679 -320	-5%	-$21.5K	0.04%	189
2017 Q4	$497K	Sell	6,999 -188	-3%	-$12.8K	0.05%	166
2017 Q3	$511K	Buy	+7,187	New	+$496K	0.06%	148
2017 Q1	–	Sell	-3,658	Closed	-$277K	–	304
2016 Q4	$277K	Sell	3,658 -173	-5%	-$12.1K	0.04%	207
2016 Q3	$271K	Sell	3,831 -12,430	-76%	-$887K	0.05%	182
2016 Q2	$1.24M	Buy	16,261 +12,670	+353%	+$899K	0.35%	62
2016 Q1	$247K	Sell	3,591 -252	-7%	-$16.5K	0.08%	160
2015 Q4	$261K	Sell	3,843 -625	-14%	-$40.5K	0.11%	140
2015 Q3	$269K	Sell	4,468 -300	-6%	-$20.5K	0.12%	131
2015 Q2	$350K	Buy	4,768 +86	+2%	+$6.9K	0.15%	124
2015 Q1	$359K	Sell	4,682 -199	-4%	-$15.9K	0.16%	113
2014 Q4	$403K	Sell	4,881 -5,016	-51%	-$410K	0.28%	78
2014 Q3	$833K	Buy	+9,897	New	+$823K	0.58%	43
2014 Q2	–	Sell	-13,321	Closed	-$929K	–	172
2014 Q1	$929K	Buy	13,321 +3	+0%	+$200	0.77%	23
2013 Q4	$843K	Buy	+13,318	New	+$795K	0.7%	29