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Concert Wealth Management’s Marathon Petroleum MPC Stock Holding History

Concert 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
-15,197
Closed -$764K – 330
2017
Q1 		$764K Sell
15,197
-196
-1% -$9.76K 0.17% 173
2016
Q4 		$774K Sell
15,393
-1,841
-11% -$83.6K 0.17% 177
2016
Q3 		$697K Sell
17,234
-558
-3% -$22.6K 0.08% 299
2016
Q2 		$677K Sell
17,792
-1,096
-6% -$40.3K 0.09% 277
2016
Q1 		$700K Buy
18,888
+587
+3% +$22.3K 0.09% 270
2015
Q4 		$946K Sell
18,301
-14
-0.1% -$733 0.13% 205
2015
Q3 		$846K Sell
18,315
-220
-1% -$11.3K 0.11% 229
2015
Q2 		$966K Sell
18,535
-1,179
-6% -$60K 0.12% 210
2015
Q1 		$838K Sell
19,714
-1,454
-7% -$69.8K 0.24% 114
2014
Q4 		$959K Buy
21,168
+5,590
+36% +$246K 0.15% 184
2014
Q3 		$656K Sell
15,578
-336
-2% -$14.3K 0.09% 211
2014
Q2 		$589K Sell
15,914
-298
-2% -$13.2K 0.07% 242
2014
Q1 		$713K Sell
16,212
-1,762
-10% -$77.2K 0.09% 201
2013
Q4 		$825K Buy
17,974
+422
+2% +$16.2K 0.11% 169
2013
Q3 		$564K Buy
17,552
+536
+3% +$18.9K 0.08% 231
2013
Q2 		$605K Buy
+17,016
New +$679K 0.09% 185

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 $3.38T AUM 44.17% 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

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

Concert Wealth Management sold out of Marathon Petroleum (MPC) in Q2 2017, closing a stake of 15,197 shares — an estimated $764K sold.

Concert Wealth Management first reported a position in MPC in Q2 2013 and held it in 16 quarters. The position peaked at $966K in Q2 2015. 868 funds tracked by Wall St. Rank hold MPC as of Q2 2017.

  • Concert Wealth Management reported no remaining Marathon Petroleum position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 15,197 Marathon Petroleum shares in Q2 2017, an estimated $764K.
  • Concert Wealth Management first reported a position in Marathon Petroleum in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Marathon Petroleum position peaked at $966K in Q2 2015.
  • 868 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.