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Integrated Wealth Management (Palm Desert)’s Murphy Oil MUR Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q4 		– Sell
-17
Closed – – 1349
2015
Q3 		$0 Hold
17
– – ﹤0.01% 1354
2015
Q2 		$1K Hold
17
– – ﹤0.01% 1255
2015
Q1 		$0 Buy
+17
New +$821 ﹤0.01% 1328

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AllianceBernstein
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State Street
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MUR Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Murphy Oil (MUR) in Q4 2015, closing a stake of 17 shares.

Integrated Wealth Management (Palm Desert) first reported a position in MUR in Q1 2015 and held it in 3 quarters. The position peaked at $1K in Q2 2015. 353 funds tracked by Wall St. Rank hold MUR as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Murphy Oil position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 17 Murphy Oil shares in Q4 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in Murphy Oil in Q1 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s Murphy Oil position peaked at $1K in Q2 2015.
  • 353 funds tracked by Wall St. Rank held Murphy Oil as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.