Fernwood Investment Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Fernwood Investment 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	-3,020	Closed	-$200K	–	196
2019 Q3	$200K	Sell	3,020 -378	-11%	-$24.9K	0.1%	174
2019 Q2	$217K	Hold	3,398	–	–	0.12%	142
2019 Q1	$206K	Sell	3,398 -400	-11%	-$24.2K	0.11%	147
2018 Q4	$217K	Buy	3,798 +400	+12%	+$24.7K	0.14%	131
2018 Q3	$230K	Hold	3,398	–	–	0.12%	145
2018 Q2	$235K	Buy	+3,398	New	+$228K	0.13%	137
2018 Q1	–	Sell	-3,398	Closed	-$241K	–	154
2017 Q4	$241K	Sell	3,398 -80	-2%	-$5.45K	0.13%	133
2017 Q3	$247K	Hold	3,478	–	–	0.15%	121
2017 Q2	$248K	Hold	3,478	–	–	0.18%	118
2017 Q1	$267K	Hold	3,478	–	–	0.21%	110
2016 Q4	$263K	Hold	3,478	–	–	0.25%	103
2016 Q3	$246K	Hold	3,478	–	–	0.23%	100
2016 Q2	$264K	Hold	3,478	–	–	0.26%	95
2016 Q1	$239K	Hold	3,478	–	–	0.24%	99
2015 Q4	$236K	Hold	3,478	–	–	0.2%	106
2015 Q3	$209K	Hold	3,478	–	–	0.18%	106
2015 Q2	$255K	Hold	3,478	–	–	0.2%	93
2015 Q1	$267K	Hold	3,478	–	–	0.22%	88
2014 Q4	$287K	Hold	3,478	–	–	0.24%	87
2014 Q3	$293K	Hold	3,478	–	–	0.25%	85
2014 Q2	$292K	Hold	3,478	–	–	0.24%	87
2014 Q1	$243K	Hold	3,478	–	–	0.23%	97
2013 Q4	$220K	Buy	+3,478	New	+$208K	0.15%	131

Other funds holding MMP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

HFA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fernwood Investment Management's MMP Position: Q4 2019 in Review

Fernwood Investment Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2019, closing a stake of 3,020 shares — an estimated $200K sold.

Fernwood Investment Management first reported a position in MMP in Q4 2013 and held it in 23 quarters. The position peaked at $293K in Q3 2014. 655 funds tracked by Wall St. Rank hold MMP as of Q4 2019.

Fernwood Investment Management reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2019 after selling out during the quarter.
Fernwood Investment Management sold 3,020 Magellan Midstream Partners, L.P. shares in Q4 2019, an estimated $200K.
Fernwood Investment Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2013 and held it in 23 quarters.
Fernwood Investment Management's Magellan Midstream Partners, L.P. position peaked at $293K in Q3 2014.
655 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2019.

Based on Fernwood Investment Management's 13F filing for Q4 2019, filed 10 Feb 2020.