Clifford Swan Investment Counsel’s Marathon Petroleum MPC Stock Holding History

Clifford Swan Investment Counsel’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
2014 Q2	–	Sell	-7,000	Closed	-$305K	–	256
2014 Q1	$305K	Hold	7,000	–	–	0.02%	217
2013 Q4	$321K	Hold	7,000	–	–	0.02%	191
2013 Q3	$225K	Buy	7,000 +200	+3%	+$7.03K	0.02%	209
2013 Q2	$242K	Buy	+6,800	New	+$272K	0.02%	202

Other funds holding MPC

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Clifford Swan Investment Counsel's MPC Position: Q2 2014 in Review

Clifford Swan Investment Counsel sold out of Marathon Petroleum (MPC) in Q2 2014, closing a stake of 7,000 shares — an estimated $305K sold.

Clifford Swan Investment Counsel first reported a position in MPC in Q2 2013 and held it in 4 quarters. The position peaked at $321K in Q4 2013. 714 funds tracked by Wall St. Rank hold MPC as of Q2 2014.

Clifford Swan Investment Counsel reported no remaining Marathon Petroleum position as of Q2 2014 after selling out during the quarter.
Clifford Swan Investment Counsel sold 7,000 Marathon Petroleum shares in Q2 2014, an estimated $305K.
Clifford Swan Investment Counsel first reported a position in Marathon Petroleum in Q2 2013 and held it in 4 quarters.
Clifford Swan Investment Counsel's Marathon Petroleum position peaked at $321K in Q4 2013.
714 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2014.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2014, filed 7 Aug 2014.