IWP
MUR icon

Icon Wealth Partners’s Murphy Oil MUR Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-740
Closed -$22K – 555
2019
Q1 		$22K Buy
+740
New +$21K 0.01% 531
2018
Q3 		– Sell
-722
Closed -$24K – 567
2018
Q2 		$24K Buy
+722
New +$22.3K 0.01% 547
2018
Q1 		– Sell
-709
Closed -$22K – 568
2017
Q4 		$22K Buy
+709
New +$19.7K 0.01% 592

Other funds holding MUR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Icon Wealth Partners's MUR Position: Q2 2019 in Review

Icon Wealth Partners sold out of Murphy Oil (MUR) in Q2 2019, closing a stake of 740 shares — an estimated $22K sold.

Icon Wealth Partners first reported a position in MUR in Q4 2017 and held it in 3 quarters. The position peaked at $24K in Q2 2018. 311 funds tracked by Wall St. Rank hold MUR as of Q2 2019.

  • Icon Wealth Partners reported no remaining Murphy Oil position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 740 Murphy Oil shares in Q2 2019, an estimated $22K.
  • Icon Wealth Partners first reported a position in Murphy Oil in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Murphy Oil position peaked at $24K in Q2 2018.
  • 311 funds tracked by Wall St. Rank held Murphy Oil as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.