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Apriem Advisors’s Marathon Petroleum MPC Stock Holding History

Apriem Advisors’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
2017
Q2 		– Sell
-29
Closed -$1K – 383
2017
Q1 		$1K Hold
29
– – ﹤0.01% 635
2016
Q4 		$1K Buy
+29
New +$1.32K ﹤0.01% 671
2014
Q3 		– Sell
-14,178
Closed -$553K – 554
2014
Q2 		$553K Hold
14,178
– – 0.21% 76
2014
Q1 		$617K Hold
14,178
– – 0.23% 77
2013
Q4 		$650K Hold
14,178
– – 0.25% 70
2013
Q3 		$456K Buy
14,178
+6,000
+73% +$211K 0.2% 76
2013
Q2 		$291K Buy
+8,178
New +$327K 0.14% 85

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State Street
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Boston Partners
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KCM
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Wellington Management Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IAM
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Goldman Sachs
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return