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Polaris Wealth Advisory Group’s MPLX MPLX Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-38
Closed -$1K – 330
2018
Q3 		$1K Buy
+38
New +$1.36K ﹤0.01% 498

Other funds holding MPLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Polaris Wealth Advisory Group's MPLX Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of MPLX (MPLX) in Q4 2018, closing a stake of 38 shares — an estimated $1K sold.

Polaris Wealth Advisory Group first reported a position in MPLX in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 318 funds tracked by Wall St. Rank hold MPLX as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining MPLX position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 38 MPLX shares in Q4 2018, an estimated $1K.
  • Polaris Wealth Advisory Group first reported a position in MPLX in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's MPLX position peaked at $1K in Q3 2018.
  • 318 funds tracked by Wall St. Rank held MPLX as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.