Polaris Wealth Advisory Group’s Marathon Petroleum MPC Stock Holding History

Polaris Wealth Advisory Group’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
2019 Q1	–	Sell	-310,778	Closed	-$18.3M	–	164
2018 Q4	$18.3M	Buy	310,778 +716	+0.2%	+$48.9K	1.73%	26
2018 Q3	$24.8M	Buy	310,062 +309,300	+40,591%	+$24.5M	1.71%	25
2018 Q2	$56K	Hold	762	–	–	﹤0.01%	126
2018 Q1	$56K	Buy	+762	New	+$52.5K	﹤0.01%	211
2016 Q1	–	Sell	-7,405	Closed	-$384K	–	134
2015 Q4	$384K	Sell	7,405 -815	-10%	-$42.7K	0.06%	104
2015 Q3	$381K	Buy	+8,220	New	+$423K	0.08%	59
2014 Q2	–	Sell	-400	Closed	-$17K	–	118
2014 Q1	$17K	Buy	400 +278	+228%	+$12.2K	﹤0.01%	119
2013 Q4	$6K	Buy	+122	New	+$4.69K	﹤0.01%	166

Other funds holding MPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polaris Wealth Advisory Group's MPC Position: Q1 2019 in Review

Polaris Wealth Advisory Group sold out of Marathon Petroleum (MPC) in Q1 2019, closing a stake of 310,778 shares — an estimated $18.3M sold.

Polaris Wealth Advisory Group first reported a position in MPC in Q4 2013 and held it in 8 quarters. The position peaked at $24.8M in Q3 2018. 1,199 funds tracked by Wall St. Rank hold MPC as of Q1 2019.

Polaris Wealth Advisory Group reported no remaining Marathon Petroleum position as of Q1 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 310,778 Marathon Petroleum shares in Q1 2019, an estimated $18.3M.
Polaris Wealth Advisory Group first reported a position in Marathon Petroleum in Q4 2013 and held it in 8 quarters.
Polaris Wealth Advisory Group's Marathon Petroleum position peaked at $24.8M in Q3 2018.
1,199 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2019, filed 9 Apr 2019.