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Affinity Investment Advisors’s Murphy USA MUSA Stock Holding History

Affinity Investment Advisors’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
2014
Q3 		– Sell
-21,647
Closed -$1.06M – 119
2014
Q2 		$1.06M Sell
21,647
-1,265
-6% -$58.6K 0.12% 66
2014
Q1 		$930K Sell
22,912
-5,045
-18% -$204K 0.11% 66
2013
Q4 		$1.16M Sell
27,957
-12,196
-30% -$517K 0.14% 65
2013
Q3 		$1.62M Buy
+40,153
New +$1.61M 0.21% 64

Other funds holding MUSA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return

Affinity Investment Advisors's MUSA Position: Q3 2014 in Review

Affinity Investment Advisors sold out of Murphy USA (MUSA) in Q3 2014, closing a stake of 21,647 shares — an estimated $1.06M sold.

Affinity Investment Advisors first reported a position in MUSA in Q3 2013 and held it in 4 quarters. The position peaked at $1.62M in Q3 2013. 242 funds tracked by Wall St. Rank hold MUSA as of Q3 2014.

  • Affinity Investment Advisors reported no remaining Murphy USA position as of Q3 2014 after selling out during the quarter.
  • Affinity Investment Advisors sold 21,647 Murphy USA shares in Q3 2014, an estimated $1.06M.
  • Affinity Investment Advisors first reported a position in Murphy USA in Q3 2013 and held it in 4 quarters.
  • Affinity Investment Advisors's Murphy USA position peaked at $1.62M in Q3 2013.
  • 242 funds tracked by Wall St. Rank held Murphy USA as of Q3 2014.

Based on Affinity Investment Advisors's 13F filing for Q3 2014, filed 12 Nov 2014.