Mountain Capital Investment Advisors’s Marathon Petroleum MPC Stock Holding History

Mountain Capital Investment Advisors’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
2020 Q1	–	Sell	-5,050	Closed	-$296K	–	54
2019 Q4	$296K	Sell	5,050 -507	-9%	-$31.7K	0.13%	36
2019 Q3	$338K	Sell	5,557 -130	-2%	-$6.85K	0.3%	35
2019 Q2	$268K	Buy	5,687 +1,455	+34%	+$79.6K	0.25%	36
2019 Q1	$253K	Buy	+4,232	New	+$266K	0.27%	38
2017 Q4	–	Sell	-280	Closed	-$16K	–	276
2017 Q3	$16K	Hold	280	–	–	0.01%	215
2017 Q2	$15K	Buy	+280	New	+$14.5K	0.01%	256

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

Mountain Capital Investment Advisors's MPC Position: Q1 2020 in Review

Mountain Capital Investment Advisors sold out of Marathon Petroleum (MPC) in Q1 2020, closing a stake of 5,050 shares — an estimated $296K sold.

Mountain Capital Investment Advisors first reported a position in MPC in Q2 2017 and held it in 6 quarters. The position peaked at $338K in Q3 2019. 894 funds tracked by Wall St. Rank hold MPC as of Q1 2020.

Mountain Capital Investment Advisors reported no remaining Marathon Petroleum position as of Q1 2020 after selling out during the quarter.
Mountain Capital Investment Advisors sold 5,050 Marathon Petroleum shares in Q1 2020, an estimated $296K.
Mountain Capital Investment Advisors first reported a position in Marathon Petroleum in Q2 2017 and held it in 6 quarters.
Mountain Capital Investment Advisors's Marathon Petroleum position peaked at $338K in Q3 2019.
894 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2020.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.