Aries Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Aries Wealth Management’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
2019 Q4	–	Sell	-3,135	Closed	-$206K	–	165
2019 Q3	$206K	Hold	3,135	–	–	0.14%	144
2019 Q2	$203K	Buy	+3,135	New	+$195K	0.14%	148
2018 Q4	–	Sell	-3,135	Closed	-$212K	–	134
2018 Q3	$212K	Hold	3,135	–	–	0.19%	120
2018 Q2	$225K	Buy	+3,135	New	+$211K	0.21%	113
2018 Q1	–	Sell	-3,235	Closed	-$239K	–	139
2017 Q4	$239K	Buy	+3,235	New	+$220K	0.22%	102

Other funds holding MMP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aries Wealth Management's MMP Position: Q4 2019 in Review

Aries Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2019, closing a stake of 3,135 shares — an estimated $206K sold.

Aries Wealth Management first reported a position in MMP in Q4 2017 and held it in 5 quarters. The position peaked at $239K in Q4 2017. 656 funds tracked by Wall St. Rank hold MMP as of Q4 2019.

Aries Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2019 after selling out during the quarter.
Aries Wealth Management sold 3,135 Magellan Midstream Partners, L.P. shares in Q4 2019, an estimated $206K.
Aries Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 5 quarters.
Aries Wealth Management's Magellan Midstream Partners, L.P. position peaked at $239K in Q4 2017.
656 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2019.

Based on Aries Wealth Management's 13F filing for Q4 2019, filed 13 Jan 2020.