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Wescott Financial Advisory Group’s MPLX MPLX Stock Holding History

Wescott Financial Advisory Group’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
2021
Q1 		– Sell
-21,045
Closed -$456K – 66
2020
Q4 		$456K Buy
+21,045
New +$415K 0.32% 35

Other funds holding MPLX

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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 $871B 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Wescott Financial Advisory Group's MPLX Position: Q1 2021 in Review

Wescott Financial Advisory Group sold out of MPLX (MPLX) in Q1 2021, closing a stake of 21,045 shares — an estimated $456K sold.

Wescott Financial Advisory Group first reported a position in MPLX in Q4 2020 and held it in 1 quarter. The position peaked at $456K in Q4 2020. 302 funds tracked by Wall St. Rank hold MPLX as of Q1 2021.

  • Wescott Financial Advisory Group reported no remaining MPLX position as of Q1 2021 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 21,045 MPLX shares in Q1 2021, an estimated $456K.
  • Wescott Financial Advisory Group first reported a position in MPLX in Q4 2020 and held it in 1 quarter.
  • Wescott Financial Advisory Group's MPLX position peaked at $456K in Q4 2020.
  • 302 funds tracked by Wall St. Rank held MPLX as of Q1 2021.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2021, filed 25 Jun 2021.