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 $5.7T 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Bank of New York Mellon

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

Wellington Management Group

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