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Belmont Global Advisors’s Murphy USA MUSA Stock Holding History

Belmont Global 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
2015
Q2 		– Sell
-5,000
Closed -$362K – 112
2015
Q1 		$362K Buy
5,000
+1,663
+50% +$117K 0.37% 62
2014
Q4 		$230K Buy
+3,337
New +$198K 0.23% 95
2014
Q1 		– Sell
-16,150
Closed -$671K – 131
2013
Q4 		$671K Buy
+16,150
New +$685K 0.54% 49

Other funds holding MUSA

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Belmont Global Advisors's MUSA Position: Q2 2015 in Review

Belmont Global Advisors sold out of Murphy USA (MUSA) in Q2 2015, closing a stake of 5,000 shares — an estimated $362K sold.

Belmont Global Advisors first reported a position in MUSA in Q4 2013 and held it in 3 quarters. The position peaked at $671K in Q4 2013. 275 funds tracked by Wall St. Rank hold MUSA as of Q2 2015.

  • Belmont Global Advisors reported no remaining Murphy USA position as of Q2 2015 after selling out during the quarter.
  • Belmont Global Advisors sold 5,000 Murphy USA shares in Q2 2015, an estimated $362K.
  • Belmont Global Advisors first reported a position in Murphy USA in Q4 2013 and held it in 3 quarters.
  • Belmont Global Advisors's Murphy USA position peaked at $671K in Q4 2013.
  • 275 funds tracked by Wall St. Rank held Murphy USA as of Q2 2015.

Based on Belmont Global Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.