WAM
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Wealthspire Advisors (Maryland)’s MPLX MPLX Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,110
Closed -$37K – 1431
2019
Q1 		$37K Buy
1,110
+210
+23% +$7.05K ﹤0.01% 1022
2018
Q4 		$27K Hold
900
– – ﹤0.01% 1099
2018
Q3 		$31K Buy
900
+5
+0.6% +$179 ﹤0.01% 1133
2018
Q2 		$31K Buy
895
+16
+2% +$557 ﹤0.01% 1142
2018
Q1 		$29K Buy
879
+522
+146% +$18.7K ﹤0.01% 1175
2017
Q4 		$13K Buy
357
+22
+7% +$775 ﹤0.01% 1486
2017
Q3 		$12K Buy
335
+44
+15% +$1.52K ﹤0.01% 1507
2017
Q2 		$10K Hold
291
– – ﹤0.01% 1532
2017
Q1 		$10K Hold
291
– – ﹤0.01% 1345
2016
Q4 		$10K Sell
291
-12
-4% -$390 ﹤0.01% 1224
2016
Q3 		$10K Hold
303
– – ﹤0.01% 1249
2016
Q2 		$10K Sell
303
-476
-61% -$15.1K ﹤0.01% 1199
2016
Q1 		$23K Buy
779
+89
+13% +$2.42K ﹤0.01% 927
2015
Q4 		$27K Buy
+690
New +$26K 0.01% 885

Other funds holding MPLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return