Summit Financial’s MPLX MPLX Stock Holding History

Summit Financial’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
2020 Q2	–	Sell	-10,815	Closed	-$126K	–	40
2020 Q1	$126K	Sell	10,815 -5,427	-33%	-$111K	0.03%	38
2019 Q4	$414K	Buy	+16,242	New	+$414K	0.07%	37
2019 Q3	–	Sell	-19,889	Closed	-$640K	–	33
2019 Q2	$640K	Sell	19,889 -851	-4%	-$27.1K	0.11%	32
2019 Q1	$682K	Sell	20,740 -334	-2%	-$11.2K	0.12%	30
2018 Q4	$639K	Buy	+21,074	New	+$704K	0.12%	28

Other funds holding MPLX

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Summit Financial's MPLX Position: Q2 2020 in Review

Summit Financial sold out of MPLX (MPLX) in Q2 2020, closing a stake of 10,815 shares — an estimated $126K sold.

Summit Financial first reported a position in MPLX in Q4 2018 and held it in 5 quarters. The position peaked at $682K in Q1 2019. 275 funds tracked by Wall St. Rank hold MPLX as of Q2 2020.

Summit Financial reported no remaining MPLX position as of Q2 2020 after selling out during the quarter.
Summit Financial sold 10,815 MPLX shares in Q2 2020, an estimated $126K.
Summit Financial first reported a position in MPLX in Q4 2018 and held it in 5 quarters.
Summit Financial's MPLX position peaked at $682K in Q1 2019.
275 funds tracked by Wall St. Rank held MPLX as of Q2 2020.

Based on Summit Financial's 13F filing for Q2 2020, filed 12 Aug 2020.