Evercore Wealth Management’s Murphy Oil MUR Stock Holding History

Evercore Wealth Management’s Portfolio MUR Stock Details MUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-170	Closed	-$5K	–	639
2017 Q4	$5K	Hold	170	–	–	﹤0.01%	853
2017 Q3	$5K	Hold	170	–	–	﹤0.01%	843
2017 Q2	$4K	Hold	170	–	–	﹤0.01%	908
2017 Q1	$5K	Hold	170	–	–	﹤0.01%	882
2016 Q4	$5K	Hold	170	–	–	﹤0.01%	888
2016 Q3	$5K	Hold	170	–	–	﹤0.01%	935
2016 Q2	$5K	Hold	170	–	–	﹤0.01%	918
2016 Q1	$4K	Hold	170	–	–	﹤0.01%	883
2015 Q4	$4K	Buy	+170	New	+$4.59K	﹤0.01%	945
2015 Q3	–	Sell	-75	Closed	-$3K	–	1026
2015 Q2	$3K	Sell	75 -33	-31%	-$1.5K	﹤0.01%	1016
2015 Q1	$5K	Buy	108 +33	+44%	+$1.59K	﹤0.01%	927
2014 Q4	$4K	Buy	+75	New	+$3.84K	﹤0.01%	810
2013 Q4	–	Sell	-68	Closed	-$4K	–	940
2013 Q3	$4K	Buy	+68	New	+$4.01K	﹤0.01%	897

Other funds holding MUR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evercore Wealth Management's MUR Position: Q1 2018 in Review

Evercore Wealth Management sold out of Murphy Oil (MUR) in Q1 2018, closing a stake of 170 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in MUR in Q3 2013 and held it in 13 quarters. The position peaked at $5K in Q4 2017. 349 funds tracked by Wall St. Rank hold MUR as of Q1 2018.

Evercore Wealth Management reported no remaining Murphy Oil position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 170 Murphy Oil shares in Q1 2018, an estimated $5K.
Evercore Wealth Management first reported a position in Murphy Oil in Q3 2013 and held it in 13 quarters.
Evercore Wealth Management's Murphy Oil position peaked at $5K in Q4 2017.
349 funds tracked by Wall St. Rank held Murphy Oil as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.