AWS
MMP

Aris Wealth Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Aris Wealth Services’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
2015
Q3 		$21K Buy
352
+252
+252% +$17.2K 0.04% 162
2015
Q2 		$7K Hold
100
– – 0.01% 402
2015
Q1 		$8K Buy
+100
New +$7.99K 0.01% 387

Other funds holding MMP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Aris Wealth Services's MMP Position: Q3 2015 in Review

Aris Wealth Services increased its Magellan Midstream Partners, L.P. (MMP) stake by 252% in Q3 2015, buying an estimated $17.2K and bringing the position to 352 shares worth $21K. The position accounts for 0.04% of the portfolio, ranked #162.

Aris Wealth Services first reported a position in MMP in Q1 2015 and has held it in 3 quarters since. 508 funds tracked by Wall St. Rank hold MMP as of Q3 2015.

  • Aris Wealth Services held 352 shares of Magellan Midstream Partners, L.P. worth $21K as of Q3 2015.
  • Aris Wealth Services bought 252 Magellan Midstream Partners, L.P. shares in Q3 2015, an estimated $17.2K.
  • Magellan Midstream Partners, L.P. made up 0.04% of Aris Wealth Services's portfolio in Q3 2015, its #162 holding.
  • Aris Wealth Services first reported a position in Magellan Midstream Partners, L.P. in Q1 2015 and has held it in 3 quarters since.
  • 508 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.