Ropes Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-713	Closed	-$29K	–	575
2020 Q4	$29K	Buy	713 +16	+2%	+$574	﹤0.01%	441
2020 Q3	$20K	Sell	697 -14	-2%	-$492	﹤0.01%	439
2020 Q2	$27K	Buy	711 +14	+2%	+$450	0.01%	369
2020 Q1	$16K	Sell	697 -325	-32%	-$15K	﹤0.01%	382
2019 Q4	$62K	Sell	1,022 -60	-6%	-$3.75K	0.01%	318
2019 Q3	$66K	Buy	1,082 +385	+55%	+$20.3K	0.01%	316
2019 Q2	$39K	Hold	697	–	–	0.01%	362
2019 Q1	$42K	Hold	697	–	–	0.01%	351
2018 Q4	$41K	Buy	+697	New	+$47.6K	0.01%	324
2017 Q2	–	Sell	-430	Closed	-$22K	–	558
2017 Q1	$22K	Hold	430	–	–	0.01%	391
2016 Q4	$22K	Hold	430	–	–	0.01%	395
2016 Q3	$17K	Sell	430 -6,962	-94%	-$282K	0.01%	376
2016 Q2	$281K	Hold	7,392	–	–	0.1%	160
2016 Q1	$275K	Hold	7,392	–	–	0.12%	126
2015 Q4	$383K	Buy	+7,392	New	+$387K	0.17%	101

Other funds holding MPC

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ropes Wealth Advisors's MPC Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Marathon Petroleum (MPC) in Q1 2021, closing a stake of 713 shares — an estimated $29K sold.

Ropes Wealth Advisors first reported a position in MPC in Q4 2015 and held it in 15 quarters. The position peaked at $383K in Q4 2015. 975 funds tracked by Wall St. Rank hold MPC as of Q1 2021.

Ropes Wealth Advisors reported no remaining Marathon Petroleum position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 713 Marathon Petroleum shares in Q1 2021, an estimated $29K.
Ropes Wealth Advisors first reported a position in Marathon Petroleum in Q4 2015 and held it in 15 quarters.
Ropes Wealth Advisors's Marathon Petroleum position peaked at $383K in Q4 2015.
975 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.