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Advisor Group’s Murphy USA MUSA Stock Holding History

Advisor Group’s Portfolio MUSA Stock Details MUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$62K Sell
522
-265
-34% -$28.6K ﹤0.01% 3275
2019
Q3 		$68K Sell
787
-64
-8% -$5.63K ﹤0.01% 3180
2019
Q2 		$72K Buy
851
+323
+61% +$27K ﹤0.01% 3104
2019
Q1 		$46K Buy
528
+419
+384% +$33.1K ﹤0.01% 3457
2018
Q4 		$9K Sell
109
-82
-43% -$6.47K ﹤0.01% 4263
2018
Q3 		$18K Buy
191
+20
+12% +$1.65K ﹤0.01% 3956
2018
Q2 		$13K Sell
171
-8
-4% -$553 ﹤0.01% 3943
2018
Q1 		$14K Hold
179
– – ﹤0.01% 3889
2017
Q4 		$14K Sell
179
-17
-9% -$1.28K ﹤0.01% 3897
2017
Q3 		$15K Buy
196
+17
+9% +$1.18K ﹤0.01% 3737
2017
Q2 		$14K Sell
179
-289
-62% -$20.2K ﹤0.01% 3733
2017
Q1 		$35K Buy
468
+74
+19% +$4.88K ﹤0.01% 2978
2016
Q4 		$24K Sell
394
-33
-8% -$2.22K ﹤0.01% 3110
2016
Q3 		$30K Buy
427
+115
+37% +$8.59K ﹤0.01% 2893
2016
Q2 		$21K Buy
+312
New +$20.3K ﹤0.01% 3044

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Advisor Group's MUSA Position: Q4 2019 in Review

Advisor Group reduced its Murphy USA (MUSA) stake by 34% in Q4 2019, selling an estimated $28.6K and leaving 522 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #3275.

Advisor Group first reported a position in MUSA in Q2 2016 and has held it in 15 quarters since. The position peaked at $72K in Q2 2019. 298 funds tracked by Wall St. Rank hold MUSA as of Q4 2019.

  • Advisor Group held 522 shares of Murphy USA worth $62K as of Q4 2019.
  • Advisor Group sold 265 Murphy USA shares in Q4 2019, an estimated $28.6K.
  • Murphy USA made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3275 holding.
  • Advisor Group first reported a position in Murphy USA in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Murphy USA position peaked at $72K in Q2 2019.
  • 298 funds tracked by Wall St. Rank held Murphy USA as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.