Independent Portfolio Consultants’s Murphy USA MUSA Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$845K	Sell	11,402 -12,428	-52%	-$869K	0.35%	77
2017 Q1	$1.75M	Buy	23,830 +7,275	+44%	+$480K	0.6%	22
2016 Q4	$1.02M	Sell	16,555 -5	-0%	-$336	0.33%	86
2016 Q3	$1.18M	Sell	16,560 -2,040	-11%	-$152K	0.37%	69
2016 Q2	$1.38M	Sell	18,600 -3,440	-16%	-$224K	0.43%	47
2016 Q1	$1.35M	Sell	22,040 -1,120	-5%	-$68.9K	0.38%	78
2015 Q4	$1.41M	Sell	23,160 -9,610	-29%	-$575K	0.42%	71
2015 Q3	$1.8M	Buy	32,770 +6,975	+27%	+$371K	0.39%	81
2015 Q2	$1.44M	Sell	25,795 -12,990	-33%	-$816K	0.29%	119
2015 Q1	$2.81M	Buy	38,785 +685	+2%	+$48.1K	0.57%	38
2014 Q4	$2.62M	Buy	38,100 +15,345	+67%	+$911K	0.53%	48
2014 Q3	$1.21M	Buy	+22,755	New	+$1.18M	0.33%	74

Other funds holding MUSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return

Independent Portfolio Consultants's MUSA Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Murphy USA (MUSA) stake by 52% in Q2 2017, selling an estimated $869K and leaving 11,402 shares worth $845K. The position accounts for 0.35% of the portfolio, ranked #77.

Independent Portfolio Consultants first reported a position in MUSA in Q3 2014 and has held it in 12 quarters since. The position peaked at $2.81M in Q1 2015. 267 funds tracked by Wall St. Rank hold MUSA as of Q2 2017.

Independent Portfolio Consultants held 11,402 shares of Murphy USA worth $845K as of Q2 2017.
Independent Portfolio Consultants sold 12,428 Murphy USA shares in Q2 2017, an estimated $869K.
Murphy USA made up 0.35% of Independent Portfolio Consultants's portfolio in Q2 2017, its #77 holding.
Independent Portfolio Consultants first reported a position in Murphy USA in Q3 2014 and has held it in 12 quarters since.
Independent Portfolio Consultants's Murphy USA position peaked at $2.81M in Q1 2015.
267 funds tracked by Wall St. Rank held Murphy USA as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.