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Evercore Wealth Management’s Murphy USA MUSA Stock Holding History

Evercore Wealth Management’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
2017
Q4 		– Sell
-100
Closed -$7K – 924
2017
Q3 		$7K Hold
100
– – ﹤0.01% 816
2017
Q2 		$7K Hold
100
– – ﹤0.01% 862
2017
Q1 		$7K Hold
100
– – ﹤0.01% 858
2016
Q4 		$6K Hold
100
– – ﹤0.01% 874
2016
Q3 		$7K Buy
+100
New +$7.47K ﹤0.01% 905
2013
Q4 		– Sell
-17
Closed -$1K – 941
2013
Q3 		$1K Buy
+17
New +$680 ﹤0.01% 982

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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Evercore Wealth Management's MUSA Position: Q4 2017 in Review

Evercore Wealth Management sold out of Murphy USA (MUSA) in Q4 2017, closing a stake of 100 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in MUSA in Q3 2013 and held it in 6 quarters. The position peaked at $7K in Q3 2017. 274 funds tracked by Wall St. Rank hold MUSA as of Q4 2017.

  • Evercore Wealth Management reported no remaining Murphy USA position as of Q4 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 100 Murphy USA shares in Q4 2017, an estimated $7K.
  • Evercore Wealth Management first reported a position in Murphy USA in Q3 2013 and held it in 6 quarters.
  • Evercore Wealth Management's Murphy USA position peaked at $7K in Q3 2017.
  • 274 funds tracked by Wall St. Rank held Murphy USA as of Q4 2017.

Based on Evercore Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.