Valley Wealth Managers’s Marathon Petroleum MPC Stock Holding History

Valley Wealth Managers’s Portfolio MPC Stock Details MPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-600	Closed	-$30K	–	158
2017 Q1	$30K	Hold	600	–	–	﹤0.01%	149
2016 Q4	$30K	Sell	600 -100	-14%	-$4.54K	﹤0.01%	149
2016 Q3	$28K	Hold	700	–	–	﹤0.01%	149
2016 Q2	$27K	Buy	+700	New	+$25.7K	﹤0.01%	157

Other funds holding MPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Valley Wealth Managers's MPC Position: Q2 2017 in Review

Valley Wealth Managers sold out of Marathon Petroleum (MPC) in Q2 2017, closing a stake of 600 shares — an estimated $30K sold.

Valley Wealth Managers first reported a position in MPC in Q2 2016 and held it in 4 quarters. The position peaked at $30K in Q1 2017. 868 funds tracked by Wall St. Rank hold MPC as of Q2 2017.

Valley Wealth Managers reported no remaining Marathon Petroleum position as of Q2 2017 after selling out during the quarter.
Valley Wealth Managers sold 600 Marathon Petroleum shares in Q2 2017, an estimated $30K.
Valley Wealth Managers first reported a position in Marathon Petroleum in Q2 2016 and held it in 4 quarters.
Valley Wealth Managers's Marathon Petroleum position peaked at $30K in Q1 2017.
868 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2017.

Based on Valley Wealth Managers's 13F filing for Q2 2017, filed 13 Jul 2017.