Taylor Wealth Management Partners’s MPLX MPLX Stock Holding History

Taylor Wealth Management Partners’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 Q4	–	Sell	-8,000	Closed	-$224K	–	49
2019 Q3	$224K	Sell	8,000 -4,500	-36%	-$132K	0.1%	43
2019 Q2	$402K	Sell	12,500 -5,500	-31%	-$175K	0.19%	39
2019 Q1	$592K	Hold	18,000	–	–	0.29%	37
2018 Q4	$545K	Sell	18,000 -1,745	-9%	-$58.3K	0.31%	31
2018 Q3	$685K	Buy	19,745 +245	+1%	+$8.77K	0.29%	42
2018 Q2	$666K	Hold	19,500	–	–	0.3%	42
2018 Q1	$644K	Buy	19,500 +5,000	+34%	+$179K	0.31%	41
2017 Q4	$514K	Buy	14,500 +3,800	+36%	+$134K	0.22%	49
2017 Q3	$375K	Buy	10,700 +2,200	+26%	+$76K	0.17%	51
2017 Q2	$284K	Buy	8,500 +7,250	+580%	+$251K	0.13%	53
2017 Q1	$45K	Buy	+1,250	New	+$46K	0.02%	105
2016 Q3	–	Sell	-3,500	Closed	-$118K	–	162
2016 Q2	$118K	Hold	3,500	–	–	0.05%	61
2016 Q1	$104K	Hold	3,500	–	–	0.05%	58
2015 Q4	$138K	Sell	3,500 -20	-0.6%	-$755	0.06%	53
2015 Q3	$135K	Sell	3,520 -132,387	-97%	-$6.76M	0.07%	48
2015 Q2	$9.7M	Sell	135,907 -1,200	-0.9%	-$88.8K	3.1%	13
2015 Q1	$10M	Buy	+137,107	New	+$10.4M	3.15%	9

Other funds holding MPLX

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Brookfield Public Securities Group New York $6.17B AUM

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

CIBC Private Wealth Group

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