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Bar Harbor Wealth Management’s Murphy Oil MUR Stock Holding History

Bar Harbor 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
2018
Q1 		– Sell
-9,040
Closed -$280K – 313
2017
Q4 		$280K Sell
9,040
-3,512
-28% -$97.8K 0.03% 259
2017
Q3 		$334K Sell
12,552
-635
-5% -$15.9K 0.04% 233
2017
Q2 		$338K Sell
13,187
-1,580
-11% -$41.2K 0.04% 235
2017
Q1 		$422K Sell
14,767
-5,037
-25% -$145K 0.05% 218
2016
Q4 		$617K Sell
19,804
-995
-5% -$30.1K 0.07% 195
2016
Q3 		$632K Buy
20,799
+1,032
+5% +$29.4K 0.07% 191
2016
Q2 		$627K Buy
19,767
+1,348
+7% +$40.8K 0.07% 184
2016
Q1 		$464K Sell
18,419
-288
-2% -$5.77K 0.06% 201
2015
Q4 		$420K Buy
18,707
+843
+5% +$22.7K 0.05% 202
2015
Q3 		$432K Buy
+17,864
New +$571K 0.06% 201

Other funds holding MUR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bar Harbor Wealth Management's MUR Position: Q1 2018 in Review

Bar Harbor Wealth Management sold out of Murphy Oil (MUR) in Q1 2018, closing a stake of 9,040 shares — an estimated $280K sold.

Bar Harbor Wealth Management first reported a position in MUR in Q3 2015 and held it in 10 quarters. The position peaked at $632K in Q3 2016. 349 funds tracked by Wall St. Rank hold MUR as of Q1 2018.

  • Bar Harbor Wealth Management reported no remaining Murphy Oil position as of Q1 2018 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 9,040 Murphy Oil shares in Q1 2018, an estimated $280K.
  • Bar Harbor Wealth Management first reported a position in Murphy Oil in Q3 2015 and held it in 10 quarters.
  • Bar Harbor Wealth Management's Murphy Oil position peaked at $632K in Q3 2016.
  • 349 funds tracked by Wall St. Rank held Murphy Oil as of Q1 2018.

Based on Bar Harbor Wealth Management's 13F filing for Q1 2018, filed 6 Apr 2018.