Intellectus Partners’s Murphy USA MUSA Stock Holding History

Intellectus Partners’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
2018 Q4	–	Sell	-500	Closed	-$43K	–	424
2018 Q3	$43K	Hold	500	–	–	0.02%	364
2018 Q2	$37K	Hold	500	–	–	0.01%	369
2018 Q1	$36K	Hold	500	–	–	0.01%	376
2017 Q4	$40K	Hold	500	–	–	0.01%	363
2017 Q3	$35K	Hold	500	–	–	0.01%	454
2017 Q2	$37K	Hold	500	–	–	0.02%	423
2017 Q1	$37K	Hold	500	–	–	0.02%	383
2016 Q4	$31K	Buy	+500	New	+$33.6K	0.02%	394

Other funds holding MUSA

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

SAM

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

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Intellectus Partners's MUSA Position: Q4 2018 in Review

Intellectus Partners sold out of Murphy USA (MUSA) in Q4 2018, closing a stake of 500 shares — an estimated $43K sold.

Intellectus Partners first reported a position in MUSA in Q4 2016 and held it in 8 quarters. The position peaked at $43K in Q3 2018. 278 funds tracked by Wall St. Rank hold MUSA as of Q4 2018.

Intellectus Partners reported no remaining Murphy USA position as of Q4 2018 after selling out during the quarter.
Intellectus Partners sold 500 Murphy USA shares in Q4 2018, an estimated $43K.
Intellectus Partners first reported a position in Murphy USA in Q4 2016 and held it in 8 quarters.
Intellectus Partners's Murphy USA position peaked at $43K in Q3 2018.
278 funds tracked by Wall St. Rank held Murphy USA as of Q4 2018.

Based on Intellectus Partners's 13F filing for Q4 2018, filed 14 Feb 2019.