Intellectus Partners’s Marathon Petroleum MPC Stock Holding History

Intellectus Partners’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
2018 Q2	–	Sell	-3,805	Closed	-$278K	–	605
2018 Q1	$278K	Buy	+3,805	New	+$262K	0.1%	199
2017 Q4	–	Sell	-5,437	Closed	-$305K	–	648
2017 Q3	$305K	Sell	5,437 -2,850	-34%	-$153K	0.13%	172
2017 Q2	$434K	Sell	8,287 -767	-8%	-$39.6K	0.2%	124
2017 Q1	$458K	Sell	9,054 -1,890	-17%	-$94.1K	0.23%	115
2016 Q4	$551K	Buy	+10,944	New	+$497K	0.29%	93

Other funds holding MPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Intellectus Partners's MPC Position: Q2 2018 in Review

Intellectus Partners sold out of Marathon Petroleum (MPC) in Q2 2018, closing a stake of 3,805 shares — an estimated $278K sold.

Intellectus Partners first reported a position in MPC in Q4 2016 and held it in 5 quarters. The position peaked at $551K in Q4 2016. 1,044 funds tracked by Wall St. Rank hold MPC as of Q2 2018.

Intellectus Partners reported no remaining Marathon Petroleum position as of Q2 2018 after selling out during the quarter.
Intellectus Partners sold 3,805 Marathon Petroleum shares in Q2 2018, an estimated $278K.
Intellectus Partners first reported a position in Marathon Petroleum in Q4 2016 and held it in 5 quarters.
Intellectus Partners's Marathon Petroleum position peaked at $551K in Q4 2016.
1,044 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2018.

Based on Intellectus Partners's 13F filing for Q2 2018, filed 14 Aug 2018.