TNA
MMP

True North Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

True North 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
-11,644
Closed -$726K – 215
2023
Q2 		$726K Hold
11,644
– – 0.21% 98
2023
Q1 		$632K Buy
+11,644
New +$617K 0.19% 114
2022
Q4 		– Sell
-11,644
Closed -$553K – 219
2022
Q3 		$553K Sell
11,644
-500
-4% -$25.1K 0.18% 105
2022
Q2 		$579K Buy
12,144
+1,500
+14% +$74.8K 0.18% 109
2022
Q1 		$522K Hold
10,644
– – 0.14% 124
2021
Q4 		$494K Hold
10,644
– – 0.08% 159
2021
Q3 		$485K Hold
10,644
– – 0.1% 156
2021
Q2 		$520K Sell
10,644
-102
-0.9% -$4.94K 0.11% 143
2021
Q1 		$465K Sell
10,746
-969
-8% -$42.4K 0.11% 136
2020
Q4 		$497K Buy
11,715
+2,382
+26% +$95K 0.13% 122
2020
Q3 		$319K Buy
9,333
+2,356
+34% +$93.3K 0.09% 144
2020
Q2 		$301K Buy
+6,977
New +$295K 0.07% 151
2020
Q1 		– Sell
-3,320
Closed -$208K – 145
2019
Q4 		$208K Buy
+3,320
New +$207K 0.06% 108

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