SCA
MMP

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

Snowden Capital 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
-39,885
Closed -$2.49M – 1217
2023
Q2 		$2.49M Sell
39,885
-360
-0.9% -$21K 0.09% 255
2023
Q1 		$2.18M Hold
40,245
– – 0.08% 267
2022
Q4 		$2.02M Buy
40,245
+3,200
+9% +$162K 0.08% 278
2022
Q3 		$1.76M Buy
37,045
+26,502
+251% +$1.33M 0.08% 289
2022
Q2 		$503K Buy
10,543
+685
+7% +$34.2K 0.02% 630
2022
Q1 		$483K Buy
9,858
+5,207
+112% +$252K 0.02% 643
2021
Q4 		$215K Buy
+4,651
New +$220K 0.01% 654
2020
Q2 		– Sell
-14,903
Closed -$544K – 581
2020
Q1 		$544K Buy
14,903
+4,915
+49% +$264K 0.06% 328
2019
Q4 		$628K Buy
9,988
+2,495
+33% +$155K 0.06% 345
2019
Q3 		$497K Buy
7,493
+201
+3% +$13.2K 0.05% 341
2019
Q2 		$467K Buy
7,292
+494
+7% +$30.7K 0.05% 338
2019
Q1 		$412K Buy
6,798
+1,012
+17% +$61.1K 0.05% 347
2018
Q4 		$330K Buy
5,786
+1,895
+49% +$117K 0.04% 366
2018
Q3 		$263K Buy
+3,891
New +$270K 0.03% 415

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