APSI
MMP

Asset Planning Services Inc’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Asset Planning Services Inc’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
Q1 		– Sell
-48,935
Closed -$2.79M – 41
2018
Q4 		$2.79M Buy
48,935
+1,125
+2% +$69.5K 2.12% 29
2018
Q3 		$3.24M Buy
47,810
+2,000
+4% +$139K 2.22% 30
2018
Q2 		$3.17M Buy
45,810
+3,450
+8% +$232K 2.27% 31
2018
Q1 		$2.47M Sell
42,360
-620
-1% -$41.6K 1.83% 31
2017
Q4 		$3.05M Buy
42,980
+1,200
+3% +$81.8K 2.15% 31
2017
Q3 		$2.97M Buy
41,780
+6,150
+17% +$425K 2.4% 29
2017
Q2 		$2.54M Sell
35,630
-285
-0.8% -$20.9K 2.13% 30
2017
Q1 		$2.76M Buy
35,915
+320
+0.9% +$24.8K 2.35% 30
2016
Q4 		$2.69M Buy
+35,595
New +$2.49M 2.53% 28

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $5.1B AUM 17.16% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Asset Planning Services Inc's MMP Position: Q1 2019 in Review

Asset Planning Services Inc sold out of Magellan Midstream Partners, L.P. (MMP) in Q1 2019, closing a stake of 48,935 shares — an estimated $2.79M sold.

Asset Planning Services Inc first reported a position in MMP in Q4 2016 and held it in 9 quarters. The position peaked at $3.24M in Q3 2018. 613 funds tracked by Wall St. Rank hold MMP as of Q1 2019.

  • Asset Planning Services Inc reported no remaining Magellan Midstream Partners, L.P. position as of Q1 2019 after selling out during the quarter.
  • Asset Planning Services Inc sold 48,935 Magellan Midstream Partners, L.P. shares in Q1 2019, an estimated $2.79M.
  • Asset Planning Services Inc first reported a position in Magellan Midstream Partners, L.P. in Q4 2016 and held it in 9 quarters.
  • Asset Planning Services Inc's Magellan Midstream Partners, L.P. position peaked at $3.24M in Q3 2018.
  • 613 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q1 2019.

Based on Asset Planning Services Inc's 13F filing for Q1 2019, filed 30 Apr 2019.