AG
MMP

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

Aperio 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
2020
Q1 		– Sell
-4,666
Closed -$293K – 2417
2019
Q4 		$293K Sell
4,666
-1
-0% -$62 ﹤0.01% 2074
2019
Q3 		$309K Buy
4,667
+1
+0% +$66 ﹤0.01% 2004
2019
Q2 		$299K Hold
4,666
– – ﹤0.01% 2024
2019
Q1 		$283K Hold
4,666
– – ﹤0.01% 2024
2018
Q4 		$266K Sell
4,666
-11,846
-72% -$732K ﹤0.01% 2000
2018
Q3 		$1.12M Buy
16,512
+2,496
+18% +$173K ﹤0.01% 1346
2018
Q2 		$968K Buy
14,016
+6,725
+92% +$452K ﹤0.01% 1411
2018
Q1 		$425K Buy
7,291
+1,185
+19% +$79.6K ﹤0.01% 1774
2017
Q4 		$433K Hold
6,106
– – ﹤0.01% 1768
2017
Q3 		$434K Sell
6,106
-2,879
-32% -$199K ﹤0.01% 1726
2017
Q2 		$640K Buy
8,985
+1,036
+13% +$76.1K ﹤0.01% 1505
2017
Q1 		$611K Buy
7,949
+643
+9% +$49.9K ﹤0.01% 1434
2016
Q4 		$553K Sell
7,306
-2,449
-25% -$172K ﹤0.01% 1452
2016
Q3 		$690K Buy
9,755
+45
+0.5% +$3.21K 0.01% 1287
2016
Q2 		$738K Sell
9,710
-1,851
-16% -$131K 0.01% 1208
2016
Q1 		$795K Sell
11,561
-5,886
-34% -$385K 0.01% 1147
2015
Q4 		$1.19M Buy
17,447
+6,203
+55% +$402K 0.01% 946
2015
Q3 		$676K Sell
11,244
-986
-8% -$67.3K 0.01% 1145
2015
Q2 		$897K Hold
12,230
– – 0.01% 1017
2015
Q1 		$938K Buy
12,230
+341
+3% +$27.3K 0.01% 966
2014
Q4 		$983K Hold
11,889
– – 0.01% 916
2014
Q3 		$1M Hold
11,889
– – 0.01% 861
2014
Q2 		$999K Hold
11,889
– – 0.01% 852
2014
Q1 		$829K Buy
+11,889
New +$791K 0.01% 1094
2013
Q4 		– Sell
-11,889
Closed -$710K – 1074
2013
Q3 		$671K Buy
11,889
+2,561
+27% +$141K 0.01% 1018
2013
Q2 		$508K Buy
+9,328
New +$490K 0.01% 1029

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Aperio Group's MMP Position: Q1 2020 in Review

Aperio Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2020, closing a stake of 4,666 shares — an estimated $293K sold.

Aperio Group first reported a position in MMP in Q2 2013 and held it in 26 quarters. The position peaked at $1.19M in Q4 2015. 549 funds tracked by Wall St. Rank hold MMP as of Q1 2020.

  • Aperio Group reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2020 after selling out during the quarter.
  • Aperio Group sold 4,666 Magellan Midstream Partners, L.P. shares in Q1 2020, an estimated $293K.
  • Aperio Group first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 26 quarters.
  • Aperio Group's Magellan Midstream Partners, L.P. position peaked at $1.19M in Q4 2015.
  • 549 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2020.

Based on Aperio Group's 13F filing for Q1 2020, filed 5 May 2020.