Legacy Private Trust’s Marathon Petroleum MPC Stock Holding History

Legacy Private Trust’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 Q1	–	Sell	-3,940	Closed	-$204K	–	247
2015 Q4	$204K	Buy	+3,940	New	+$206K	0.03%	229
2015 Q3	–	Sell	-3,940	Closed	-$206K	–	242
2015 Q2	$206K	Hold	3,940	–	–	0.03%	240
2015 Q1	$202K	Sell	3,940 -1,480	-27%	-$71.1K	0.03%	240
2014 Q4	$245K	Hold	5,420	–	–	0.04%	233
2014 Q3	$229K	Sell	5,420 -26,020	-83%	-$1.1M	0.04%	233
2014 Q2	$1.23M	Buy	31,440 +1,374	+5%	+$60.8K	0.19%	123
2014 Q1	$1.31M	Buy	30,066 +6,020	+25%	+$264K	0.23%	99
2013 Q4	$1.1M	Sell	24,046 -25,754	-52%	-$991K	0.2%	102
2013 Q3	$1.6M	Buy	49,800 +444	+0.9%	+$15.6K	0.34%	69
2013 Q2	$1.75M	Buy	+49,356	New	+$1.97M	0.41%	61

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock Group London, United Kingdom $209B AUM 15.5% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return