Heritage Trust’s Murphy Oil MUR Stock Holding History

Heritage Trust’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
2017 Q2	–	Sell	-175	Closed	-$5K	–	342
2017 Q1	$5K	Buy	+175	New	+$5.04K	﹤0.01%	280

Other funds holding MUR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 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

Heritage Trust's MUR Position: Q2 2017 in Review

Heritage Trust sold out of Murphy Oil (MUR) in Q2 2017, closing a stake of 175 shares — an estimated $5K sold.

Heritage Trust first reported a position in MUR in Q1 2017 and held it in 1 quarter. The position peaked at $5K in Q1 2017. 365 funds tracked by Wall St. Rank hold MUR as of Q2 2017.

Heritage Trust reported no remaining Murphy Oil position as of Q2 2017 after selling out during the quarter.
Heritage Trust sold 175 Murphy Oil shares in Q2 2017, an estimated $5K.
Heritage Trust first reported a position in Murphy Oil in Q1 2017 and held it in 1 quarter.
Heritage Trust's Murphy Oil position peaked at $5K in Q1 2017.
365 funds tracked by Wall St. Rank held Murphy Oil as of Q2 2017.

Based on Heritage Trust's 13F filing for Q2 2017, filed 9 Aug 2017.