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IBM Retirement Fund’s Murphy USA MUSA Stock Holding History

IBM Retirement Fund’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
2016
Q4 		– Sell
-3,524
Closed -$251K – 928
2016
Q3 		$251K Sell
3,524
-214
-6% -$16K 0.01% 889
2016
Q2 		$277K Sell
3,738
-459
-11% -$29.9K 0.01% 881
2016
Q1 		$258K Sell
4,197
-6,262
-60% -$385K 0.01% 888
2015
Q4 		$635K Buy
+10,459
New +$625K 0.01% 925
2015
Q3 		– Sell
-10,507
Closed -$587K – 975
2015
Q2 		$587K Sell
10,507
-565
-5% -$35.5K 0.01% 956
2015
Q1 		$801K Sell
11,072
-24
-0.2% -$1.69K 0.02% 836
2014
Q4 		$764K Buy
11,096
+1,054
+10% +$62.6K 0.01% 853
2014
Q3 		$533K Sell
10,042
-1,324
-12% -$68.5K 0.01% 929
2014
Q2 		$559K Sell
11,366
-409
-3% -$19K 0.01% 964
2014
Q1 		$484K Sell
11,775
-6,888
-37% -$279K 0.01% 955
2013
Q4 		$775K Sell
18,663
-1,158
-6% -$49.1K 0.01% 946
2013
Q3 		$800K Buy
+19,821
New +$793K 0.01% 942

Other funds holding MUSA

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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return

IBM Retirement Fund's MUSA Position: Q4 2016 in Review

IBM Retirement Fund sold out of Murphy USA (MUSA) in Q4 2016, closing a stake of 3,524 shares — an estimated $251K sold.

IBM Retirement Fund first reported a position in MUSA in Q3 2013 and held it in 12 quarters. The position peaked at $801K in Q1 2015. 290 funds tracked by Wall St. Rank hold MUSA as of Q4 2016.

  • IBM Retirement Fund reported no remaining Murphy USA position as of Q4 2016 after selling out during the quarter.
  • IBM Retirement Fund sold 3,524 Murphy USA shares in Q4 2016, an estimated $251K.
  • IBM Retirement Fund first reported a position in Murphy USA in Q3 2013 and held it in 12 quarters.
  • IBM Retirement Fund's Murphy USA position peaked at $801K in Q1 2015.
  • 290 funds tracked by Wall St. Rank held Murphy USA as of Q4 2016.

Based on IBM Retirement Fund's 13F filing for Q4 2016, filed 10 Feb 2017.