Cypress Wealth Advisors’s MPLX MPLX Stock Holding History

Cypress Wealth Advisors’s Portfolio MPLX Stock Details MPLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$1.68M	Sell	51,200 -16,700	-25%	-$561K	1.93%	18
2018 Q4	$2.06M	Buy	67,900 +8,250	+14%	+$275K	2.83%	10
2018 Q3	$2.07M	Buy	59,650 +28,700	+93%	+$1.03M	2.18%	14
2018 Q2	$1.06M	Buy	30,950 +3,500	+13%	+$122K	1.14%	32
2018 Q1	$907K	Buy	27,450 +700	+3%	+$25.1K	0.98%	37
2017 Q4	$949K	Buy	+26,750	New	+$942K	0.91%	38
2017 Q2	–	Sell	-12,725	Closed	-$459K	–	140
2017 Q1	$459K	Sell	12,725 -550	-4%	-$20.3K	0.21%	102
2016 Q4	$460K	Hold	13,275	–	–	0.21%	99
2016 Q3	$449K	Buy	13,275 +4,100	+45%	+$135K	0.2%	103
2016 Q2	$309K	Buy	9,175 +925	+11%	+$29.4K	0.15%	130
2016 Q1	$245K	Buy	8,250 +100	+1%	+$2.71K	0.11%	156
2015 Q4	$321K	Sell	8,150 -300	-4%	-$11.3K	0.16%	116
2015 Q3	$323K	Hold	8,450	–	–	0.17%	118
2015 Q2	$603K	Buy	+8,450	New	+$625K	0.35%	71

Other funds holding MPLX

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Cypress Wealth Advisors's MPLX Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its MPLX (MPLX) stake by 25% in Q1 2019, selling an estimated $561K and leaving 51,200 shares worth $1.68M. The position accounts for 1.93% of the portfolio, ranked #18.

Cypress Wealth Advisors first reported a position in MPLX in Q2 2015 and has held it in 14 quarters since. The position peaked at $2.07M in Q3 2018. 309 funds tracked by Wall St. Rank hold MPLX as of Q1 2019.

Cypress Wealth Advisors held 51,200 shares of MPLX worth $1.68M as of Q1 2019.
Cypress Wealth Advisors sold 16,700 MPLX shares in Q1 2019, an estimated $561K.
MPLX made up 1.93% of Cypress Wealth Advisors's portfolio in Q1 2019, its #18 holding.
Cypress Wealth Advisors first reported a position in MPLX in Q2 2015 and has held it in 14 quarters since.
Cypress Wealth Advisors's MPLX position peaked at $2.07M in Q3 2018.
309 funds tracked by Wall St. Rank held MPLX as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.