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Douglass Winthrop Advisors’s Murphy USA MUSA Stock Holding History

Douglass Winthrop 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
Q1 		– Sell
-4,800
Closed -$331K – 263
2014
Q4 		$331K Hold
4,800
– – 0.03% 165
2014
Q3 		$255K Hold
4,800
– – 0.02% 178
2014
Q2 		$235K Sell
4,800
-862
-15% -$39.9K 0.02% 175
2014
Q1 		$230K Hold
5,662
– – 0.02% 175
2013
Q4 		$235K Hold
5,662
– – 0.02% 167
2013
Q3 		$229K Buy
+5,662
New +$227K 0.03% 160

Other funds holding MUSA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Douglass Winthrop Advisors's MUSA Position: Q1 2015 in Review

Douglass Winthrop Advisors sold out of Murphy USA (MUSA) in Q1 2015, closing a stake of 4,800 shares — an estimated $331K sold.

Douglass Winthrop Advisors first reported a position in MUSA in Q3 2013 and held it in 6 quarters. The position peaked at $331K in Q4 2014. 287 funds tracked by Wall St. Rank hold MUSA as of Q1 2015.

  • Douglass Winthrop Advisors reported no remaining Murphy USA position as of Q1 2015 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 4,800 Murphy USA shares in Q1 2015, an estimated $331K.
  • Douglass Winthrop Advisors first reported a position in Murphy USA in Q3 2013 and held it in 6 quarters.
  • Douglass Winthrop Advisors's Murphy USA position peaked at $331K in Q4 2014.
  • 287 funds tracked by Wall St. Rank held Murphy USA as of Q1 2015.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2015, filed 29 Apr 2015.