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Altium Wealth Management’s Murphy Oil MUR Stock Holding History

Altium Wealth Management’s Portfolio MUR Stock Details MUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-16,224
Closed -$99K – 340
2020
Q1 		$99K Sell
16,224
-67
-0.4% -$1.23K 0.01% 306
2019
Q4 		$437K Hold
16,291
– – 0.05% 177
2019
Q3 		$360K Sell
16,291
-5,150
-24% -$111K 0.05% 194
2019
Q2 		$529K Hold
21,441
– – 0.08% 157
2019
Q1 		$628K Sell
21,441
-58
-0.3% -$1.65K 0.1% 138
2018
Q4 		$503K Buy
21,499
+34
+0.2% +$1.04K 0.1% 143
2018
Q3 		$716K Sell
21,465
-24
-0.1% -$762 0.14% 115
2018
Q2 		$726K Buy
+21,489
New +$663K 0.19% 87

Other funds holding MUR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Altium Wealth Management's MUR Position: Q2 2020 in Review

Altium Wealth Management sold out of Murphy Oil (MUR) in Q2 2020, closing a stake of 16,224 shares — an estimated $99K sold.

Altium Wealth Management first reported a position in MUR in Q2 2018 and held it in 8 quarters. The position peaked at $726K in Q2 2018. 259 funds tracked by Wall St. Rank hold MUR as of Q2 2020.

  • Altium Wealth Management reported no remaining Murphy Oil position as of Q2 2020 after selling out during the quarter.
  • Altium Wealth Management sold 16,224 Murphy Oil shares in Q2 2020, an estimated $99K.
  • Altium Wealth Management first reported a position in Murphy Oil in Q2 2018 and held it in 8 quarters.
  • Altium Wealth Management's Murphy Oil position peaked at $726K in Q2 2018.
  • 259 funds tracked by Wall St. Rank held Murphy Oil as of Q2 2020.

Based on Altium Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.