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Wellesley Investment Partners’s Marathon Petroleum MPC Stock Holding History

Wellesley Investment Partners’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
2018
Q4 		– Sell
-2,656
Closed -$212K – 127
2018
Q3 		$212K Buy
+2,656
New +$210K 0.07% 122

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wellesley Investment Partners's MPC Position: Q4 2018 in Review

Wellesley Investment Partners sold out of Marathon Petroleum (MPC) in Q4 2018, closing a stake of 2,656 shares — an estimated $212K sold.

Wellesley Investment Partners first reported a position in MPC in Q3 2018 and held it in 1 quarter. The position peaked at $212K in Q3 2018. 1,163 funds tracked by Wall St. Rank hold MPC as of Q4 2018.

  • Wellesley Investment Partners reported no remaining Marathon Petroleum position as of Q4 2018 after selling out during the quarter.
  • Wellesley Investment Partners sold 2,656 Marathon Petroleum shares in Q4 2018, an estimated $212K.
  • Wellesley Investment Partners first reported a position in Marathon Petroleum in Q3 2018 and held it in 1 quarter.
  • Wellesley Investment Partners's Marathon Petroleum position peaked at $212K in Q3 2018.
  • 1,163 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2018.

Based on Wellesley Investment Partners's 13F filing for Q4 2018, filed 13 Feb 2019.