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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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Mosaic Family Wealth's MPLX Position: Q1 2020 in Review

Mosaic Family Wealth sold out of MPLX (MPLX) in Q1 2020, closing a stake of 8,999 shares — an estimated $229K sold.

Mosaic Family Wealth first reported a position in MPLX in Q4 2015 and held it in 17 quarters. The position peaked at $701K in Q4 2015. 296 funds tracked by Wall St. Rank hold MPLX as of Q1 2020.

  • Mosaic Family Wealth reported no remaining MPLX position as of Q1 2020 after selling out during the quarter.
  • Mosaic Family Wealth sold 8,999 MPLX shares in Q1 2020, an estimated $229K.
  • Mosaic Family Wealth first reported a position in MPLX in Q4 2015 and held it in 17 quarters.
  • Mosaic Family Wealth's MPLX position peaked at $701K in Q4 2015.
  • 296 funds tracked by Wall St. Rank held MPLX as of Q1 2020.

Based on Mosaic Family Wealth's 13F filing for Q1 2020, filed 5 May 2020.