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MPS Loria Financial Planners’s MPLX MPLX Stock Holding History

MPS Loria Financial Planners’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
2017
Q3 		– Sell
-545
Closed -$18K – 244
2017
Q2 		$18K Buy
+545
New +$18.9K 0.01% 240

Other funds holding MPLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

MPS Loria Financial Planners's MPLX Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of MPLX (MPLX) in Q3 2017, closing a stake of 545 shares — an estimated $18K sold.

MPS Loria Financial Planners first reported a position in MPLX in Q2 2017 and held it in 1 quarter. The position peaked at $18K in Q2 2017. 289 funds tracked by Wall St. Rank hold MPLX as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining MPLX position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 545 MPLX shares in Q3 2017, an estimated $18K.
  • MPS Loria Financial Planners first reported a position in MPLX in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's MPLX position peaked at $18K in Q2 2017.
  • 289 funds tracked by Wall St. Rank held MPLX as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.