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Squar Milner Financial Services’s MPLX MPLX Stock Holding History

Squar Milner Financial Services’s Portfolio MPLX Stock Details MPLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,910
Closed -$61K – 524
2019
Q2 		$61K Sell
1,910
-135
-7% -$4.3K 0.04% 329
2019
Q1 		$67K Sell
2,045
-515
-20% -$17.3K 0.05% 291
2018
Q4 		$78K Buy
2,560
+480
+23% +$16K 0.08% 250
2018
Q3 		$72K Hold
2,080
– – 0.06% 265
2018
Q2 		$71K Buy
+2,080
New +$72.4K 0.06% 288

Other funds holding MPLX

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Squar Milner Financial Services's MPLX Position: Q3 2019 in Review

Squar Milner Financial Services sold out of MPLX (MPLX) in Q3 2019, closing a stake of 1,910 shares — an estimated $61K sold.

Squar Milner Financial Services first reported a position in MPLX in Q2 2018 and held it in 5 quarters. The position peaked at $78K in Q4 2018. 337 funds tracked by Wall St. Rank hold MPLX as of Q3 2019.

  • Squar Milner Financial Services reported no remaining MPLX position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,910 MPLX shares in Q3 2019, an estimated $61K.
  • Squar Milner Financial Services first reported a position in MPLX in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's MPLX position peaked at $78K in Q4 2018.
  • 337 funds tracked by Wall St. Rank held MPLX as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.