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Burt Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Burt Wealth 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
Q3 		– Sell
-100
Closed -$5K – 378
2017
Q2 		$5K Buy
+100
New +$5.17K ﹤0.01% 335
2016
Q2 		– Sell
-21
Closed -$1K – 508
2016
Q1 		$1K Buy
+21
New +$798 ﹤0.01% 529

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Burt Wealth Advisors's MPC Position: Q3 2017 in Review

Burt Wealth Advisors sold out of Marathon Petroleum (MPC) in Q3 2017, closing a stake of 100 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in MPC in Q1 2016 and held it in 2 quarters. The position peaked at $5K in Q2 2017. 870 funds tracked by Wall St. Rank hold MPC as of Q3 2017.

  • Burt Wealth Advisors reported no remaining Marathon Petroleum position as of Q3 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 100 Marathon Petroleum shares in Q3 2017, an estimated $5K.
  • Burt Wealth Advisors first reported a position in Marathon Petroleum in Q1 2016 and held it in 2 quarters.
  • Burt Wealth Advisors's Marathon Petroleum position peaked at $5K in Q2 2017.
  • 870 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2017.

Based on Burt Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.