CWM
MPC icon

Catamount Wealth Management’s Marathon Petroleum MPC Stock Holding History

Catamount 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
2017
Q2 		– Sell
-305
Closed -$15K – 184
2017
Q1 		$15K Hold
305
– – 0.01% 123
2016
Q4 		$15K Buy
+305
New +$13.8K 0.01% 109

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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Catamount Wealth Management's MPC Position: Q2 2017 in Review

Catamount Wealth Management sold out of Marathon Petroleum (MPC) in Q2 2017, closing a stake of 305 shares — an estimated $15K sold.

Catamount Wealth Management first reported a position in MPC in Q4 2016 and held it in 2 quarters. The position peaked at $15K in Q1 2017. 868 funds tracked by Wall St. Rank hold MPC as of Q2 2017.

  • Catamount Wealth Management reported no remaining Marathon Petroleum position as of Q2 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 305 Marathon Petroleum shares in Q2 2017, an estimated $15K.
  • Catamount Wealth Management first reported a position in Marathon Petroleum in Q4 2016 and held it in 2 quarters.
  • Catamount Wealth Management's Marathon Petroleum position peaked at $15K in Q1 2017.
  • 868 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2017.

Based on Catamount Wealth Management's 13F filing for Q2 2017, filed 4 Aug 2017.