Polaris Wealth Advisory Group’s Marathon Oil Corporation MRO Stock Holding History

Polaris Wealth Advisory Group’s Portfolio MRO Stock Details MRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-966,017	Closed	-$22.5M	–	486
2018 Q3	$22.5M	Sell	966,017 -245,602	-20%	-$5.14M	1.55%	30
2018 Q2	$19.5M	Sell	1,211,619 -766	-0.1%	-$15.1K	1.65%	29
2018 Q1	$19.6M	Buy	1,212,385 +26,987	+2%	+$448K	1.6%	29
2017 Q4	$20.1M	Buy	+1,185,398	New	+$17.6M	1.65%	23
2014 Q2	–	Sell	-400	Closed	-$14K	–	156
2014 Q1	$14K	Buy	+400	New	+$13.5K	﹤0.01%	123

Other funds holding MRO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Marathon Oil Corporation (MRO) in Q4 2018, closing a stake of 966,017 shares — an estimated $22.5M sold.

Polaris Wealth Advisory Group first reported a position in MRO in Q1 2014 and held it in 5 quarters. The position peaked at $22.5M in Q3 2018. 660 funds tracked by Wall St. Rank hold MRO as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Marathon Oil Corporation position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 966,017 Marathon Oil Corporation shares in Q4 2018, an estimated $22.5M.
Polaris Wealth Advisory Group first reported a position in Marathon Oil Corporation in Q1 2014 and held it in 5 quarters.
Polaris Wealth Advisory Group's Marathon Oil Corporation position peaked at $22.5M in Q3 2018.
660 funds tracked by Wall St. Rank held Marathon Oil Corporation as of Q4 2018.

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