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FineMark National Bank & Trust’s Murphy USA MUSA Stock Holding History

FineMark National 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
2017
Q1 		– Sell
-77
Closed -$5K – 765
2016
Q4 		$5K Hold
77
– – ﹤0.01% 1067
2016
Q3 		$6K Sell
77
-78
-50% -$5.83K ﹤0.01% 1039
2016
Q2 		$12K Hold
155
– – ﹤0.01% 915
2016
Q1 		$9K Sell
155
-165
-52% -$10.2K ﹤0.01% 928
2015
Q4 		$19K Sell
320
-123
-28% -$7.35K ﹤0.01% 833
2015
Q3 		$25K Buy
443
+48
+12% +$2.56K ﹤0.01% 799
2015
Q2 		$22K Sell
395
-309
-44% -$19.4K ﹤0.01% 869
2015
Q1 		$51K Buy
704
+171
+32% +$12K 0.01% 667
2014
Q4 		$36K Buy
533
+125
+31% +$7.42K 0.01% 759
2014
Q3 		$22K Buy
408
+358
+716% +$18.5K ﹤0.01% 862
2014
Q2 		$2K Hold
50
– – ﹤0.01% 1292
2014
Q1 		$2K Hold
50
– – ﹤0.01% 1292
2013
Q4 		$2K Hold
50
– – ﹤0.01% 1315
2013
Q3 		$2K Buy
+50
New +$2K ﹤0.01% 1264

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

FineMark National Bank & Trust's MUSA Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Murphy USA (MUSA) in Q1 2017, closing a stake of 77 shares — an estimated $5K sold.

FineMark National Bank & Trust first reported a position in MUSA in Q3 2013 and held it in 14 quarters. The position peaked at $51K in Q1 2015. 283 funds tracked by Wall St. Rank hold MUSA as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Murphy USA position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 77 Murphy USA shares in Q1 2017, an estimated $5K.
  • FineMark National Bank & Trust first reported a position in Murphy USA in Q3 2013 and held it in 14 quarters.
  • FineMark National Bank & Trust's Murphy USA position peaked at $51K in Q1 2015.
  • 283 funds tracked by Wall St. Rank held Murphy USA as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.