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

Dubuque 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
2015
Q3 		– Sell
-132
Closed -$7K – 619
2015
Q2 		$7K Sell
132
-40
-23% -$2.51K ﹤0.01% 513
2015
Q1 		$12K Buy
172
+40
+30% +$2.81K ﹤0.01% 436
2014
Q4 		$9K Hold
132
– – ﹤0.01% 450
2014
Q3 		$7K Hold
132
– – ﹤0.01% 483
2014
Q2 		$6K Buy
+132
New +$6.12K ﹤0.01% 524

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

Dubuque Bank & Trust's MUSA Position: Q3 2015 in Review

Dubuque Bank & Trust sold out of Murphy USA (MUSA) in Q3 2015, closing a stake of 132 shares — an estimated $7K sold.

Dubuque Bank & Trust first reported a position in MUSA in Q2 2014 and held it in 5 quarters. The position peaked at $12K in Q1 2015. 262 funds tracked by Wall St. Rank hold MUSA as of Q3 2015.

  • Dubuque Bank & Trust reported no remaining Murphy USA position as of Q3 2015 after selling out during the quarter.
  • Dubuque Bank & Trust sold 132 Murphy USA shares in Q3 2015, an estimated $7K.
  • Dubuque Bank & Trust first reported a position in Murphy USA in Q2 2014 and held it in 5 quarters.
  • Dubuque Bank & Trust's Murphy USA position peaked at $12K in Q1 2015.
  • 262 funds tracked by Wall St. Rank held Murphy USA as of Q3 2015.

Based on Dubuque Bank & Trust's 13F filing for Q3 2015, filed 13 Nov 2015.