SSG
MMP

Summit Securities Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-2,400
Closed -$121K – 1410
2022
Q4 		$121K Buy
2,400
+900
+60% +$45.7K ﹤0.01% 566
2022
Q3 		$71K Sell
1,500
-7,200
-83% -$361K 0.01% 574
2022
Q2 		$416K Sell
8,700
-2,300
-21% -$115K 0.05% 206
2022
Q1 		$540K Buy
11,000
+7,000
+175% +$339K 0.06% 219
2021
Q4 		$186K Buy
+4,000
New +$189K 0.01% 613
2021
Q3 		– Sell
-70
Closed -$342K – 926
2021
Q2 		$342K Buy
+70
New +$3.39K 0.03% 482
2020
Q1 		– Sell
-200
Closed -$1.26M – 516
2019
Q4 		$1.26M Buy
+200
New +$12.5K 0.1% 187
2019
Q2 		– Sell
-50
Closed -$303K – 397
2019
Q1 		$303K Buy
+50
New +$3.02K 0.06% 158
2018
Q3 		– Sell
-81
Closed -$560K – 280
2018
Q2 		$560K Buy
+81
New +$5.44K 0.08% 122

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 $1.1B AUM 21.5% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.3B 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