JWM
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Jacobus Wealth Management’s MPLX MPLX Stock Holding History

Jacobus Wealth Management’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
2017
Q3 		$271K Hold
7,745
– – 0.07% 141
2017
Q2 		$259K Hold
7,745
– – 0.07% 144
2017
Q1 		$279K Hold
7,745
– – 0.08% 134
2016
Q4 		$268K Hold
7,745
– – 0.08% 138
2016
Q3 		$262K Hold
7,745
– – 0.08% 152
2016
Q2 		$260K Sell
7,745
-20,245
-72% -$642K 0.08% 148
2016
Q1 		$831K Buy
27,990
+5,201
+23% +$141K 0.24% 83
2015
Q4 		$896K Buy
22,789
+8,559
+60% +$323K 0.26% 79
2015
Q3 		$544K Buy
+14,230
New +$727K 0.16% 109

Other funds holding MPLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Jacobus Wealth Management's MPLX Position: Q3 2017 in Review

Jacobus Wealth Management held its MPLX (MPLX) position steady in Q3 2017 at 7,745 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #141.

Jacobus Wealth Management first reported a position in MPLX in Q3 2015 and has held it in 9 quarters since. The position peaked at $896K in Q4 2015. 288 funds tracked by Wall St. Rank hold MPLX as of Q3 2017.

  • Jacobus Wealth Management held 7,745 shares of MPLX worth $271K as of Q3 2017.
  • Jacobus Wealth Management left its MPLX share count unchanged in Q3 2017.
  • MPLX made up 0.07% of Jacobus Wealth Management's portfolio in Q3 2017, its #141 holding.
  • Jacobus Wealth Management first reported a position in MPLX in Q3 2015 and has held it in 9 quarters since.
  • Jacobus Wealth Management's MPLX position peaked at $896K in Q4 2015.
  • 288 funds tracked by Wall St. Rank held MPLX as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.