MFW
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Mosaic Family Wealth’s Marathon Petroleum MPC Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-600
Closed -$36K – 438
2019
Q1 		$36K Hold
600
– – 0.01% 351
2018
Q4 		$35K Hold
600
– – 0.01% 349
2018
Q3 		$39K Buy
+600
New +$47.5K 0.02% 350
2018
Q1 		– Sell
-600
Closed -$40K – 689
2017
Q4 		$40K Hold
600
– – 0.01% 359
2017
Q3 		$33K Hold
600
– – 0.01% 397
2017
Q2 		$31K Hold
600
– – 0.01% 385
2017
Q1 		$30K Hold
600
– – 0.01% 391
2016
Q4 		$30K Hold
600
– – 0.01% 384
2016
Q3 		$24K Sell
600
-76
-11% -$3.08K 0.01% 420
2016
Q2 		$26K Sell
676
-38
-5% -$1.4K 0.01% 412
2016
Q1 		$26K Sell
714
-20
-3% -$760 0.01% 405
2015
Q4 		$38K Buy
+734
New +$38.4K 0.02% 358

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return