BerganKDV Wealth Management’s MPLX MPLX Stock Holding History

BerganKDV Wealth Management’s Portfolio MPLX Stock Details MPLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-648	Closed	-$11K	–	971
2020 Q2	$11K	Hold	648	–	–	﹤0.01%	532
2020 Q1	$8K	Buy	648 +535	+473%	+$11K	﹤0.01%	517
2019 Q4	$3K	Hold	113	–	–	﹤0.01%	713
2019 Q3	$3K	Buy	+113	New	+$3.31K	﹤0.01%	609

Other funds holding MPLX

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BerganKDV Wealth Management's MPLX Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of MPLX (MPLX) in Q3 2020, closing a stake of 648 shares — an estimated $11K sold.

BerganKDV Wealth Management first reported a position in MPLX in Q3 2019 and held it in 4 quarters. The position peaked at $11K in Q2 2020. 275 funds tracked by Wall St. Rank hold MPLX as of Q3 2020.

BerganKDV Wealth Management reported no remaining MPLX position as of Q3 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 648 MPLX shares in Q3 2020, an estimated $11K.
BerganKDV Wealth Management first reported a position in MPLX in Q3 2019 and held it in 4 quarters.
BerganKDV Wealth Management's MPLX position peaked at $11K in Q2 2020.
275 funds tracked by Wall St. Rank held MPLX as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.