Integrated Wealth Counsel’s Marathon Petroleum MPC Stock Holding History

Integrated Wealth 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	-804	Closed	-$35K	–	132
2014 Q1	$35K	Hold	804	–	–	0.03%	110
2013 Q4	$37K	Buy	804 +800	+20,000%	+$30.8K	0.03%	113
2013 Q3	$129	Buy	+4	New	+$141	﹤0.01%	196

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

Integrated Wealth Counsel's MPC Position: Q2 2014 in Review

Integrated Wealth Counsel sold out of Marathon Petroleum (MPC) in Q2 2014, closing a stake of 804 shares — an estimated $35K sold.

Integrated Wealth Counsel first reported a position in MPC in Q3 2013 and held it in 3 quarters. The position peaked at $37K in Q4 2013. 713 funds tracked by Wall St. Rank hold MPC as of Q2 2014.

Integrated Wealth Counsel reported no remaining Marathon Petroleum position as of Q2 2014 after selling out during the quarter.
Integrated Wealth Counsel sold 804 Marathon Petroleum shares in Q2 2014, an estimated $35K.
Integrated Wealth Counsel first reported a position in Marathon Petroleum in Q3 2013 and held it in 3 quarters.
Integrated Wealth Counsel's Marathon Petroleum position peaked at $37K in Q4 2013.
713 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2014.

Based on Integrated Wealth Counsel's 13F filing for Q2 2014, filed 12 Aug 2014.