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Bartlett & Co Wealth Management’s Murphy Oil MUR Stock Holding History

Bartlett & Co 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
2019
Q1 		– Sell
-200
Closed -$4.68K – 750
2018
Q4 		$4.68K Hold
200
– – ﹤0.01% 624
2018
Q3 		$6.67K Hold
200
– – ﹤0.01% 626
2018
Q2 		$6.75K Hold
200
– – ﹤0.01% 619
2018
Q1 		$5.17K Buy
+200
New +$5.79K ﹤0.01% 654

Other funds holding MUR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bartlett & Co Wealth Management's MUR Position: Q1 2019 in Review

Bartlett & Co Wealth Management sold out of Murphy Oil (MUR) in Q1 2019, closing a stake of 200 shares — an estimated $4.68K sold.

Bartlett & Co Wealth Management first reported a position in MUR in Q1 2018 and held it in 4 quarters. The position peaked at $6.75K in Q2 2018. 331 funds tracked by Wall St. Rank hold MUR as of Q1 2019.

  • Bartlett & Co Wealth Management reported no remaining Murphy Oil position as of Q1 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 200 Murphy Oil shares in Q1 2019, an estimated $4.68K.
  • Bartlett & Co Wealth Management first reported a position in Murphy Oil in Q1 2018 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's Murphy Oil position peaked at $6.75K in Q2 2018.
  • 331 funds tracked by Wall St. Rank held Murphy Oil as of Q1 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2019, filed 13 Feb 2024.