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Baystate Wealth Management’s Murphy Oil MUR Stock Holding History

Baystate 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
2017
Q3 		– Sell
-30
Closed -$1K – 679
2017
Q2 		$1K Hold
30
– – ﹤0.01% 599
2017
Q1 		$1K Buy
+30
New +$865 ﹤0.01% 565
2013
Q3 		– Sell
-1,390
Closed -$73K – 158
2013
Q2 		$73K Buy
+1,390
New +$75.2K 0.04% 76

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baystate Wealth Management's MUR Position: Q3 2017 in Review

Baystate Wealth Management sold out of Murphy Oil (MUR) in Q3 2017, closing a stake of 30 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in MUR in Q2 2013 and held it in 3 quarters. The position peaked at $73K in Q2 2013. 337 funds tracked by Wall St. Rank hold MUR as of Q3 2017.

  • Baystate Wealth Management reported no remaining Murphy Oil position as of Q3 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 30 Murphy Oil shares in Q3 2017, an estimated $1K.
  • Baystate Wealth Management first reported a position in Murphy Oil in Q2 2013 and held it in 3 quarters.
  • Baystate Wealth Management's Murphy Oil position peaked at $73K in Q2 2013.
  • 337 funds tracked by Wall St. Rank held Murphy Oil as of Q3 2017.

Based on Baystate Wealth Management's 13F filing for Q3 2017, filed 10 Oct 2017.