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Altium Wealth Management’s Marathon Petroleum MPC Stock Holding History

Altium Wealth Management’s Portfolio MPC Stock Details MPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,605
Closed -$280K – 301
2019
Q3 		$280K Sell
4,605
-1,074
-19% -$56.6K 0.04% 223
2019
Q2 		$317K Sell
5,679
-1,092
-16% -$59.8K 0.05% 208
2019
Q1 		$405K Buy
6,771
+510
+8% +$32.1K 0.06% 182
2018
Q4 		$369K Buy
6,261
+2,929
+88% +$200K 0.07% 180
2018
Q3 		$266K Buy
+3,332
New +$264K 0.05% 230

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Altium Wealth Management's MPC Position: Q4 2019 in Review

Altium Wealth Management sold out of Marathon Petroleum (MPC) in Q4 2019, closing a stake of 4,605 shares — an estimated $280K sold.

Altium Wealth Management first reported a position in MPC in Q3 2018 and held it in 5 quarters. The position peaked at $405K in Q1 2019. 1,191 funds tracked by Wall St. Rank hold MPC as of Q4 2019.

  • Altium Wealth Management reported no remaining Marathon Petroleum position as of Q4 2019 after selling out during the quarter.
  • Altium Wealth Management sold 4,605 Marathon Petroleum shares in Q4 2019, an estimated $280K.
  • Altium Wealth Management first reported a position in Marathon Petroleum in Q3 2018 and held it in 5 quarters.
  • Altium Wealth Management's Marathon Petroleum position peaked at $405K in Q1 2019.
  • 1,191 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2019.

Based on Altium Wealth Management's 13F filing for Q4 2019, filed 17 Jan 2020.