Patten Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Patten Group’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	-1,500	Closed	-$86K	–	570
2018 Q4	$86K	Hold	1,500	–	–	0.04%	228
2018 Q3	$102K	Hold	1,500	–	–	0.04%	246
2018 Q2	$104K	Hold	1,500	–	–	0.04%	247
2018 Q1	$88K	Hold	1,500	–	–	0.04%	261
2017 Q4	$106K	Sell	1,500 -500	-25%	-$34.1K	0.04%	250
2017 Q3	$142K	Hold	2,000	–	–	0.06%	223
2017 Q2	$138K	Hold	2,000	–	–	0.06%	227
2017 Q1	$154K	Hold	2,000	–	–	0.07%	200
2016 Q4	$163K	Hold	2,000	–	–	0.07%	193
2016 Q3	$142K	Hold	2,000	–	–	0.07%	202
2016 Q2	$152K	Hold	2,000	–	–	0.07%	192
2016 Q1	$138K	Hold	2,000	–	–	0.07%	202
2015 Q4	$136K	Sell	2,000 -800	-29%	-$51.8K	0.07%	198
2015 Q3	$168K	Hold	2,800	–	–	0.09%	175
2015 Q2	$205K	Hold	2,800	–	–	0.1%	167
2015 Q1	$215K	Hold	2,800	–	–	0.11%	161
2014 Q4	$231K	Buy	+2,800	New	+$229K	0.11%	161

Other funds holding MMP

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

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return