Integrated Wealth Management (Palm Desert)’s Marathon Petroleum MPC Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-222	Closed	-$9K	–	726
2016 Q3	$9K	Hold	222	–	–	﹤0.01%	789
2016 Q2	$8K	Hold	222	–	–	﹤0.01%	820
2016 Q1	$8K	Sell	222 -515	-70%	-$19.6K	﹤0.01%	758
2015 Q4	$38K	Buy	737 +437	+146%	+$22.9K	0.02%	448
2015 Q3	$14K	Hold	300	–	–	0.01%	675
2015 Q2	$16K	Hold	300	–	–	0.01%	669
2015 Q1	$15K	Buy	+300	New	+$14.4K	0.01%	653

Other funds holding MPC

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MPC Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Marathon Petroleum (MPC) in Q4 2016, closing a stake of 222 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in MPC in Q1 2015 and held it in 7 quarters. The position peaked at $38K in Q4 2015. 860 funds tracked by Wall St. Rank hold MPC as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Marathon Petroleum position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 222 Marathon Petroleum shares in Q4 2016, an estimated $9K.
Integrated Wealth Management (Palm Desert) first reported a position in Marathon Petroleum in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Marathon Petroleum position peaked at $38K in Q4 2015.
860 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.