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Capital Wealth Planning’s Murphy USA MUSA Stock Holding History

Capital Wealth Planning’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
Q3 		– Sell
-3,769
Closed -$210K – 116
2015
Q2 		$210K Hold
3,769
– – 0.13% 100
2015
Q1 		$273K Hold
3,769
– – 0.14% 89
2014
Q4 		$260K Buy
+3,769
New +$224K 0.12% 94

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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Wealth Planning's MUSA Position: Q3 2015 in Review

Capital Wealth Planning sold out of Murphy USA (MUSA) in Q3 2015, closing a stake of 3,769 shares — an estimated $210K sold.

Capital Wealth Planning first reported a position in MUSA in Q4 2014 and held it in 3 quarters. The position peaked at $273K in Q1 2015. 262 funds tracked by Wall St. Rank hold MUSA as of Q3 2015.

  • Capital Wealth Planning reported no remaining Murphy USA position as of Q3 2015 after selling out during the quarter.
  • Capital Wealth Planning sold 3,769 Murphy USA shares in Q3 2015, an estimated $210K.
  • Capital Wealth Planning first reported a position in Murphy USA in Q4 2014 and held it in 3 quarters.
  • Capital Wealth Planning's Murphy USA position peaked at $273K in Q1 2015.
  • 262 funds tracked by Wall St. Rank held Murphy USA as of Q3 2015.

Based on Capital Wealth Planning's 13F filing for Q3 2015, filed 13 Nov 2015.