Clear Perspective Advisors’s Marathon Petroleum MPC Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-1,356	Closed	-$95K	–	328
2018 Q2	$95K	Hold	1,356	–	–	0.07%	194
2018 Q1	$99K	Hold	1,356	–	–	0.07%	194
2017 Q4	$89K	Sell	1,356 -8,000	-86%	-$490K	0.07%	195
2017 Q3	$525K	Buy	9,356 +136	+1%	+$7.29K	0.43%	63
2017 Q2	$482K	Buy	9,220 +8,420	+1,053%	+$435K	0.41%	68
2017 Q1	$40K	Hold	800	–	–	0.03%	229
2016 Q4	$40K	Buy	+800	New	+$36.3K	0.03%	220

Other funds holding MPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Clear Perspective Advisors's MPC Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Marathon Petroleum (MPC) in Q3 2018, closing a stake of 1,356 shares — an estimated $95K sold.

Clear Perspective Advisors first reported a position in MPC in Q4 2016 and held it in 7 quarters. The position peaked at $525K in Q3 2017. 1,117 funds tracked by Wall St. Rank hold MPC as of Q3 2018.

Clear Perspective Advisors reported no remaining Marathon Petroleum position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 1,356 Marathon Petroleum shares in Q3 2018, an estimated $95K.
Clear Perspective Advisors first reported a position in Marathon Petroleum in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Marathon Petroleum position peaked at $525K in Q3 2017.
1,117 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.