Mosaic Family Wealth’s MPLX MPLX Stock Holding History

Mosaic Family Wealth’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
2020 Q1	–	Sell	-8,999	Closed	-$229K	–	150
2019 Q4	$229K	Sell	8,999 -423	-4%	-$10.8K	0.09%	136
2019 Q3	$263K	Sell	9,422 -1,133	-11%	-$33.2K	0.11%	132
2019 Q2	$340K	Sell	10,555 -364	-3%	-$11.6K	0.14%	110
2019 Q1	$359K	Buy	10,919 +26	+0.2%	+$873	0.14%	97
2018 Q4	$330K	Buy	10,893 +26	+0.2%	+$868	0.14%	102
2018 Q3	$350K	Sell	10,867 -251	-2%	-$8.99K	0.14%	104
2018 Q2	$380K	Sell	11,118 -638	-5%	-$22.2K	0.14%	105
2018 Q1	$388K	Sell	11,756 -473	-4%	-$17K	0.14%	99
2017 Q4	$434K	Sell	12,229 -3,260	-21%	-$115K	0.16%	101
2017 Q3	$542K	Buy	15,489 +374	+2%	+$12.9K	0.21%	88
2017 Q2	$505K	Sell	15,115 -2,788	-16%	-$96.5K	0.21%	87
2017 Q1	$646K	Sell	17,903 -682	-4%	-$25.1K	0.28%	66
2016 Q4	$643K	Sell	18,585 -550	-3%	-$17.9K	0.3%	62
2016 Q3	$648K	Buy	19,135 +2,041	+12%	+$67.3K	0.3%	65
2016 Q2	$575K	Sell	17,094 -231	-1%	-$7.33K	0.28%	67
2016 Q1	$514K	Sell	17,325 -513	-3%	-$13.9K	0.25%	76
2015 Q4	$701K	Buy	+17,838	New	+$673K	0.31%	63

Other funds holding MPLX

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return