National Penn Investors Trust’s Marathon Petroleum MPC Stock Holding History

National Penn Investors Trust’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
2016 Q1	$2.05M	Buy	55,070 +682	+1%	+$25.9K	0.24%	92
2015 Q4	$2.82M	Buy	54,388 +1,509	+3%	+$79K	0.32%	78
2015 Q3	$2.45M	Buy	52,879 +3,102	+6%	+$160K	0.28%	85
2015 Q2	$2.6M	Sell	49,777 -6,521	-12%	-$332K	0.28%	86
2015 Q1	$2.88M	Sell	56,298 -18,622	-25%	-$894K	0.3%	77
2014 Q4	$3.38M	Buy	74,920 +72	+0.1%	+$3.17K	0.38%	57
2014 Q3	$3.17M	Buy	74,848 +9,726	+15%	+$413K	0.37%	57
2014 Q2	$2.54M	Buy	65,122 +568	+0.9%	+$25.1K	0.3%	72
2014 Q1	$2.81M	Sell	64,554 -3,170	-5%	-$139K	0.33%	64
2013 Q4	$3.11M	Buy	67,724 +2,664	+4%	+$102K	0.35%	63
2013 Q3	$2.09M	Buy	+65,060	New	+$2.29M	0.26%	91

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

National Penn Investors Trust's MPC Position: Q1 2016 in Review

National Penn Investors Trust increased its Marathon Petroleum (MPC) stake by 1.3% in Q1 2016, buying an estimated $25.9K and bringing the position to 55,070 shares worth $2.05M. The position accounts for 0.24% of the portfolio, ranked #92.

National Penn Investors Trust first reported a position in MPC in Q3 2013 and has held it in 11 quarters since. The position peaked at $3.38M in Q4 2014. 763 funds tracked by Wall St. Rank hold MPC as of Q1 2016.

National Penn Investors Trust held 55,070 shares of Marathon Petroleum worth $2.05M as of Q1 2016.
National Penn Investors Trust bought 682 Marathon Petroleum shares in Q1 2016, an estimated $25.9K.
Marathon Petroleum made up 0.24% of National Penn Investors Trust's portfolio in Q1 2016, its #92 holding.
National Penn Investors Trust first reported a position in Marathon Petroleum in Q3 2013 and has held it in 11 quarters since.
National Penn Investors Trust's Marathon Petroleum position peaked at $3.38M in Q4 2014.
763 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.