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Smith & Howard Wealth Management’s Marathon Petroleum MPC Stock Holding History

Smith & Howard Wealth Management’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
2013
Q3 		– Sell
-2,060
Closed -$73K – 263
2013
Q2 		$73K Buy
+2,060
New +$82.2K 0.05% 90

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Smith & Howard Wealth Management's MPC Position: Q3 2013 in Review

Smith & Howard Wealth Management sold out of Marathon Petroleum (MPC) in Q3 2013, closing a stake of 2,060 shares — an estimated $73K sold.

Smith & Howard Wealth Management first reported a position in MPC in Q2 2013 and held it in 1 quarter. The position peaked at $73K in Q2 2013. 655 funds tracked by Wall St. Rank hold MPC as of Q3 2013.

  • Smith & Howard Wealth Management reported no remaining Marathon Petroleum position as of Q3 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 2,060 Marathon Petroleum shares in Q3 2013, an estimated $73K.
  • Smith & Howard Wealth Management first reported a position in Marathon Petroleum in Q2 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Marathon Petroleum position peaked at $73K in Q2 2013.
  • 655 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2013, filed 31 Oct 2013.