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Gupta Wealth Management’s Murphy USA MUSA Stock Holding History

Gupta 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
2015
Q3 		– Sell
-531
Closed -$31K – 1312
2015
Q2 		$31K Buy
+531
New +$33.3K 0.01% 616

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

Gupta Wealth Management's MUSA Position: Q3 2015 in Review

Gupta Wealth Management sold out of Murphy USA (MUSA) in Q3 2015, closing a stake of 531 shares — an estimated $31K sold.

Gupta Wealth Management first reported a position in MUSA in Q2 2015 and held it in 1 quarter. The position peaked at $31K in Q2 2015. 262 funds tracked by Wall St. Rank hold MUSA as of Q3 2015.

  • Gupta Wealth Management reported no remaining Murphy USA position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 531 Murphy USA shares in Q3 2015, an estimated $31K.
  • Gupta Wealth Management first reported a position in Murphy USA in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Murphy USA position peaked at $31K in Q2 2015.
  • 262 funds tracked by Wall St. Rank held Murphy USA as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.