MYIA
MRO

Mount Yale Investment Advisors’s Marathon Oil Corporation MRO Stock Holding History

Mount Yale Investment Advisors’s Portfolio MRO Stock Details MRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,573
Closed -$85K – 811
2018
Q3 		$85K Sell
4,573
-1,815
-28% -$38K 0.01% 492
2018
Q2 		$133K Buy
+6,388
New +$126K 0.03% 381

Other funds holding MRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mount Yale Investment Advisors's MRO Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Marathon Oil Corporation (MRO) in Q4 2018, closing a stake of 4,573 shares — an estimated $85K sold.

Mount Yale Investment Advisors first reported a position in MRO in Q2 2018 and held it in 2 quarters. The position peaked at $133K in Q2 2018. 660 funds tracked by Wall St. Rank hold MRO as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Marathon Oil Corporation position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,573 Marathon Oil Corporation shares in Q4 2018, an estimated $85K.
  • Mount Yale Investment Advisors first reported a position in Marathon Oil Corporation in Q2 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Marathon Oil Corporation position peaked at $133K in Q2 2018.
  • 660 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.