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Freestone Capital Holdings’s Murphy USA MUSA Stock Holding History

Freestone Capital Holdings’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
2014
Q3 		– Sell
-13,331
Closed -$652K – 162
2014
Q2 		$652K Sell
13,331
-37
-0.3% -$1.72K 0.1% 121
2014
Q1 		$543K Sell
13,368
-1,614
-11% -$65.3K 0.1% 122
2013
Q4 		$623K Buy
+14,982
New +$636K 0.11% 163

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return

Freestone Capital Holdings's MUSA Position: Q3 2014 in Review

Freestone Capital Holdings sold out of Murphy USA (MUSA) in Q3 2014, closing a stake of 13,331 shares — an estimated $652K sold.

Freestone Capital Holdings first reported a position in MUSA in Q4 2013 and held it in 3 quarters. The position peaked at $652K in Q2 2014. 242 funds tracked by Wall St. Rank hold MUSA as of Q3 2014.

  • Freestone Capital Holdings reported no remaining Murphy USA position as of Q3 2014 after selling out during the quarter.
  • Freestone Capital Holdings sold 13,331 Murphy USA shares in Q3 2014, an estimated $652K.
  • Freestone Capital Holdings first reported a position in Murphy USA in Q4 2013 and held it in 3 quarters.
  • Freestone Capital Holdings's Murphy USA position peaked at $652K in Q2 2014.
  • 242 funds tracked by Wall St. Rank held Murphy USA as of Q3 2014.

Based on Freestone Capital Holdings's 13F filing for Q3 2014, filed 14 Nov 2014.