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Summit Financial Wealth Advisors’s MPLX MPLX Stock Holding History

Summit Financial Wealth Advisors’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
2016
Q2 		– Sell
-11,000
Closed -$327K – 153
2016
Q1 		$327K Buy
+11,000
New +$298K 0.14% 107

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Summit Financial Wealth Advisors's MPLX Position: Q2 2016 in Review

Summit Financial Wealth Advisors sold out of MPLX (MPLX) in Q2 2016, closing a stake of 11,000 shares — an estimated $327K sold.

Summit Financial Wealth Advisors first reported a position in MPLX in Q1 2016 and held it in 1 quarter. The position peaked at $327K in Q1 2016. 272 funds tracked by Wall St. Rank hold MPLX as of Q2 2016.

  • Summit Financial Wealth Advisors reported no remaining MPLX position as of Q2 2016 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 11,000 MPLX shares in Q2 2016, an estimated $327K.
  • Summit Financial Wealth Advisors first reported a position in MPLX in Q1 2016 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's MPLX position peaked at $327K in Q1 2016.
  • 272 funds tracked by Wall St. Rank held MPLX as of Q2 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2016, filed 6 Jul 2016.