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 $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return