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Heritage Trust’s Murphy USA MUSA Stock Holding History

Heritage 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
2019
Q1 		– Sell
-43
Closed -$3K – 325
2018
Q4 		$3K Hold
43
– – ﹤0.01% 387
2018
Q3 		$4K Hold
43
– – ﹤0.01% 376
2018
Q2 		$3K Hold
43
– – ﹤0.01% 366
2018
Q1 		$3K Hold
43
– – ﹤0.01% 341
2017
Q4 		$3K Hold
43
– – ﹤0.01% 353
2017
Q3 		$3K Hold
43
– – ﹤0.01% 346
2017
Q2 		$3K Hold
43
– – ﹤0.01% 290
2017
Q1 		$3K Buy
+43
New +$2.84K ﹤0.01% 301

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Heritage Trust's MUSA Position: Q1 2019 in Review

Heritage Trust sold out of Murphy USA (MUSA) in Q1 2019, closing a stake of 43 shares — an estimated $3K sold.

Heritage Trust first reported a position in MUSA in Q1 2017 and held it in 8 quarters. The position peaked at $4K in Q3 2018. 272 funds tracked by Wall St. Rank hold MUSA as of Q1 2019.

  • Heritage Trust reported no remaining Murphy USA position as of Q1 2019 after selling out during the quarter.
  • Heritage Trust sold 43 Murphy USA shares in Q1 2019, an estimated $3K.
  • Heritage Trust first reported a position in Murphy USA in Q1 2017 and held it in 8 quarters.
  • Heritage Trust's Murphy USA position peaked at $4K in Q3 2018.
  • 272 funds tracked by Wall St. Rank held Murphy USA as of Q1 2019.

Based on Heritage Trust's 13F filing for Q1 2019, filed 15 May 2019.