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 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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mosaic Family Wealth's MPC Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Marathon Petroleum (MPC) in Q2 2019, closing a stake of 600 shares — an estimated $36K sold.

Mosaic Family Wealth first reported a position in MPC in Q4 2015 and held it in 12 quarters. The position peaked at $40K in Q4 2017. 1,110 funds tracked by Wall St. Rank hold MPC as of Q2 2019.

Mosaic Family Wealth reported no remaining Marathon Petroleum position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 600 Marathon Petroleum shares in Q2 2019, an estimated $36K.
Mosaic Family Wealth first reported a position in Marathon Petroleum in Q4 2015 and held it in 12 quarters.
Mosaic Family Wealth's Marathon Petroleum position peaked at $40K in Q4 2017.
1,110 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.