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Paradigm Financial Advisors’s Marathon Petroleum MPC Stock Holding History

Paradigm Financial 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
2014
Q1 		– Sell
-414
Closed -$19K – 276
2013
Q4 		$19K Buy
+414
New +$15.9K 0.02% 187

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Paradigm Financial Advisors's MPC Position: Q1 2014 in Review

Paradigm Financial Advisors sold out of Marathon Petroleum (MPC) in Q1 2014, closing a stake of 414 shares — an estimated $19K sold.

Paradigm Financial Advisors first reported a position in MPC in Q4 2013 and held it in 1 quarter. The position peaked at $19K in Q4 2013. 747 funds tracked by Wall St. Rank hold MPC as of Q1 2014.

  • Paradigm Financial Advisors reported no remaining Marathon Petroleum position as of Q1 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 414 Marathon Petroleum shares in Q1 2014, an estimated $19K.
  • Paradigm Financial Advisors first reported a position in Marathon Petroleum in Q4 2013 and held it in 1 quarter.
  • Paradigm Financial Advisors's Marathon Petroleum position peaked at $19K in Q4 2013.
  • 747 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2014.

Based on Paradigm Financial Advisors's 13F filing for Q1 2014, filed 29 Apr 2014.