New England Private Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

New England Private Wealth Advisors’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	-8,486	Closed	-$563K	–	170
2019 Q3	$563K	Hold	8,486	–	–	0.14%	87
2019 Q2	$543K	Hold	8,486	–	–	0.13%	88
2019 Q1	$513K	Hold	8,486	–	–	0.13%	91
2018 Q4	$485K	Buy	8,486 +403	+5%	+$24.9K	0.14%	83
2018 Q3	$547K	Sell	8,083 -203	-2%	-$14.1K	0.15%	83
2018 Q2	$573K	Hold	8,286	–	–	0.16%	83
2018 Q1	$484K	Hold	8,286	–	–	0.14%	89
2017 Q4	$587K	Sell	8,286 -72	-0.9%	-$4.91K	0.17%	81
2017 Q3	$595K	Hold	8,358	–	–	0.18%	75
2017 Q2	$596K	Buy	8,358 +858	+11%	+$63K	0.18%	74
2017 Q1	$578K	Buy	7,500 +2,000	+36%	+$155K	0.18%	69
2016 Q4	$416K	Hold	5,500	–	–	0.14%	77
2016 Q3	$389K	Hold	5,500	–	–	0.14%	78
2016 Q2	$418K	Buy	5,500 +1,500	+38%	+$106K	0.16%	73
2016 Q1	$275K	Hold	4,000	–	–	0.11%	93
2015 Q4	$272K	Hold	4,000	–	–	0.11%	93
2015 Q3	$240K	Hold	4,000	–	–	0.1%	86
2015 Q2	$294K	Hold	4,000	–	–	0.11%	81
2015 Q1	$312K	Buy	+4,000	New	+$320K	0.12%	74

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

New England Private Wealth Advisors's MMP Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q4 2019, closing a stake of 8,486 shares — an estimated $563K sold.

New England Private Wealth Advisors first reported a position in MMP in Q1 2015 and held it in 19 quarters. The position peaked at $596K in Q2 2017. 656 funds tracked by Wall St. Rank hold MMP as of Q4 2019.

New England Private Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q4 2019 after selling out during the quarter.
New England Private Wealth Advisors sold 8,486 Magellan Midstream Partners, L.P. shares in Q4 2019, an estimated $563K.
New England Private Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q1 2015 and held it in 19 quarters.
New England Private Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $596K in Q2 2017.
656 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.