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Allen Investment Management’s Murphy USA MUSA Stock Holding History

Allen Investment Management’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
Q4 		– Sell
-4,369
Closed -$232K – 243
2014
Q3 		$232K Hold
4,369
– – 0.02% 182
2014
Q2 		$214K Buy
+4,369
New +$202K 0.02% 132

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
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
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allen Investment Management's MUSA Position: Q4 2014 in Review

Allen Investment Management sold out of Murphy USA (MUSA) in Q4 2014, closing a stake of 4,369 shares — an estimated $232K sold.

Allen Investment Management first reported a position in MUSA in Q2 2014 and held it in 2 quarters. The position peaked at $232K in Q3 2014. 278 funds tracked by Wall St. Rank hold MUSA as of Q4 2014.

  • Allen Investment Management reported no remaining Murphy USA position as of Q4 2014 after selling out during the quarter.
  • Allen Investment Management sold 4,369 Murphy USA shares in Q4 2014, an estimated $232K.
  • Allen Investment Management first reported a position in Murphy USA in Q2 2014 and held it in 2 quarters.
  • Allen Investment Management's Murphy USA position peaked at $232K in Q3 2014.
  • 278 funds tracked by Wall St. Rank held Murphy USA as of Q4 2014.

Based on Allen Investment Management's 13F filing for Q4 2014, filed 17 Feb 2015.