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

TCA

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

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

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

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

KACA

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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

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

Taylor Wealth Management Partners's MPLX Position: Q4 2019 in Review

Taylor Wealth Management Partners sold out of MPLX (MPLX) in Q4 2019, closing a stake of 8,000 shares — an estimated $224K sold.

Taylor Wealth Management Partners first reported a position in MPLX in Q1 2015 and held it in 17 quarters. The position peaked at $10M in Q1 2015. 331 funds tracked by Wall St. Rank hold MPLX as of Q4 2019.

Taylor Wealth Management Partners reported no remaining MPLX position as of Q4 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 8,000 MPLX shares in Q4 2019, an estimated $224K.
Taylor Wealth Management Partners first reported a position in MPLX in Q1 2015 and held it in 17 quarters.
Taylor Wealth Management Partners's MPLX position peaked at $10M in Q1 2015.
331 funds tracked by Wall St. Rank held MPLX as of Q4 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2019, filed 30 Jan 2020.