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Capital Bank & Trust’s Murphy USA MUSA Stock Holding History

Capital Bank & Trust’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
2020
Q4 		– Sell
-1,575
Closed -$202K – 365
2020
Q3 		$202K Buy
+1,575
New +$208K ﹤0.01% 301
2019
Q1 		– Sell
-135
Closed -$10K – 744
2018
Q4 		$10K Buy
+135
New +$10.6K ﹤0.01% 566

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Capital Bank & Trust's MUSA Position: Q4 2020 in Review

Capital Bank & Trust sold out of Murphy USA (MUSA) in Q4 2020, closing a stake of 1,575 shares — an estimated $202K sold.

Capital Bank & Trust first reported a position in MUSA in Q4 2018 and held it in 2 quarters. The position peaked at $202K in Q3 2020. 290 funds tracked by Wall St. Rank hold MUSA as of Q4 2020.

  • Capital Bank & Trust reported no remaining Murphy USA position as of Q4 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 1,575 Murphy USA shares in Q4 2020, an estimated $202K.
  • Capital Bank & Trust first reported a position in Murphy USA in Q4 2018 and held it in 2 quarters.
  • Capital Bank & Trust's Murphy USA position peaked at $202K in Q3 2020.
  • 290 funds tracked by Wall St. Rank held Murphy USA as of Q4 2020.

Based on Capital Bank & Trust's 13F filing for Q4 2020, filed 16 Feb 2021.