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Baltimore-Washington Financial Advisors’s Murphy USA MUSA Stock Holding History

Baltimore-Washington Financial 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
-1,150
Closed -$56K – 319
2014
Q2 		$56K Buy
1,150
+450
+64% +$20.9K 0.02% 151
2014
Q1 		$28K Sell
700
-650
-48% -$26.3K 0.01% 163
2013
Q4 		$56K Buy
+1,350
New +$57.3K 0.02% 152

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

Baltimore-Washington Financial Advisors's MUSA Position: Q3 2014 in Review

Baltimore-Washington Financial Advisors sold out of Murphy USA (MUSA) in Q3 2014, closing a stake of 1,150 shares — an estimated $56K sold.

Baltimore-Washington Financial Advisors first reported a position in MUSA in Q4 2013 and held it in 3 quarters. The position peaked at $56K in Q2 2014. 242 funds tracked by Wall St. Rank hold MUSA as of Q3 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Murphy USA position as of Q3 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,150 Murphy USA shares in Q3 2014, an estimated $56K.
  • Baltimore-Washington Financial Advisors first reported a position in Murphy USA in Q4 2013 and held it in 3 quarters.
  • Baltimore-Washington Financial Advisors's Murphy USA position peaked at $56K in Q2 2014.
  • 242 funds tracked by Wall St. Rank held Murphy USA as of Q3 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.