Aris Wealth Services’s Murphy Oil MUR Stock Holding History

Aris Wealth Services’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
2015 Q3	$7K	Sell	300 -13,885	-98%	-$444K	0.01%	259
2015 Q2	$590K	Buy	14,185 +3,768	+36%	+$171K	0.54%	74
2015 Q1	$485K	Buy	10,417 +3,339	+47%	+$161K	0.45%	77
2014 Q4	$358K	Sell	7,078 -1,278	-15%	-$65.4K	0.4%	82
2014 Q3	$476K	Buy	8,356 +600	+8%	+$37.1K	0.59%	70
2014 Q2	$516K	Buy	7,756 +318	+4%	+$19.9K	0.67%	55
2014 Q1	$468K	Buy	7,438 +91	+1%	+$5.47K	0.69%	58
2013 Q4	$477K	Buy	7,347 +249	+4%	+$15.6K	0.8%	42
2013 Q3	$428K	Sell	7,098 -515	-7%	-$30.3K	0.78%	48
2013 Q2	$400K	Buy	+7,613	New	+$412K	0.86%	33

Other funds holding MUR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Aris Wealth Services's MUR Position: Q3 2015 in Review

Aris Wealth Services reduced its Murphy Oil (MUR) stake by 98% in Q3 2015, selling an estimated $444K and leaving 300 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #259.

Aris Wealth Services first reported a position in MUR in Q2 2013 and has held it in 10 quarters since. The position peaked at $590K in Q2 2015. 385 funds tracked by Wall St. Rank hold MUR as of Q3 2015.

Aris Wealth Services held 300 shares of Murphy Oil worth $7K as of Q3 2015.
Aris Wealth Services sold 13,885 Murphy Oil shares in Q3 2015, an estimated $444K.
Murphy Oil made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #259 holding.
Aris Wealth Services first reported a position in Murphy Oil in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's Murphy Oil position peaked at $590K in Q2 2015.
385 funds tracked by Wall St. Rank held Murphy Oil as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.