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Sound View Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Sound View 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
2019
Q1 		– Sell
-3,425
Closed -$202K – 249
2018
Q4 		$202K Buy
+3,425
New +$234K 0.07% 220

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sound View Wealth Advisors's MPC Position: Q1 2019 in Review

Sound View Wealth Advisors sold out of Marathon Petroleum (MPC) in Q1 2019, closing a stake of 3,425 shares — an estimated $202K sold.

Sound View Wealth Advisors first reported a position in MPC in Q4 2018 and held it in 1 quarter. The position peaked at $202K in Q4 2018. 1,199 funds tracked by Wall St. Rank hold MPC as of Q1 2019.

  • Sound View Wealth Advisors reported no remaining Marathon Petroleum position as of Q1 2019 after selling out during the quarter.
  • Sound View Wealth Advisors sold 3,425 Marathon Petroleum shares in Q1 2019, an estimated $202K.
  • Sound View Wealth Advisors first reported a position in Marathon Petroleum in Q4 2018 and held it in 1 quarter.
  • Sound View Wealth Advisors's Marathon Petroleum position peaked at $202K in Q4 2018.
  • 1,199 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.