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Bartlett & Co Wealth Management’s Murphy USA MUSA Stock Holding History

Bartlett & Co Wealth Management’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
2019
Q1 		– Sell
-50
Closed -$3.83K – 751
2018
Q4 		$3.83K Hold
50
– – ﹤0.01% 638
2018
Q3 		$4.27K Hold
50
– – ﹤0.01% 646
2018
Q2 		$3.71K Hold
50
– – ﹤0.01% 652
2018
Q1 		$3.64K Buy
+50
New +$3.9K ﹤0.01% 671

Other funds holding MUSA

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Bartlett & Co Wealth Management sold out of Murphy USA (MUSA) in Q1 2019, closing a stake of 50 shares — an estimated $3.83K sold.

Bartlett & Co Wealth Management first reported a position in MUSA in Q1 2018 and held it in 4 quarters. The position peaked at $4.27K in Q3 2018. 272 funds tracked by Wall St. Rank hold MUSA as of Q1 2019.

  • Bartlett & Co Wealth Management reported no remaining Murphy USA position as of Q1 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 50 Murphy USA shares in Q1 2019, an estimated $3.83K.
  • Bartlett & Co Wealth Management first reported a position in Murphy USA in Q1 2018 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's Murphy USA position peaked at $4.27K in Q3 2018.
  • 272 funds tracked by Wall St. Rank held Murphy USA as of Q1 2019.

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