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Invictus RG’s Murphy USA MUSA Stock Holding History

Invictus RG’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
-3,343
Closed -$286K – 94
2018
Q3 		$286K Buy
+3,343
New +$276K 0.22% 142
2017
Q2 		– Sell
-4,381
Closed -$322K – 766
2017
Q1 		$322K Buy
+4,381
New +$289K 0.22% 173
2016
Q4 		– Sell
-3,388
Closed -$242K – 717
2016
Q3 		$242K Buy
+3,388
New +$253K 0.19% 202

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Invictus RG's MUSA Position: Q4 2018 in Review

Invictus RG sold out of Murphy USA (MUSA) in Q4 2018, closing a stake of 3,343 shares — an estimated $286K sold.

Invictus RG first reported a position in MUSA in Q3 2016 and held it in 3 quarters. The position peaked at $322K in Q1 2017. 277 funds tracked by Wall St. Rank hold MUSA as of Q4 2018.

  • Invictus RG reported no remaining Murphy USA position as of Q4 2018 after selling out during the quarter.
  • Invictus RG sold 3,343 Murphy USA shares in Q4 2018, an estimated $286K.
  • Invictus RG first reported a position in Murphy USA in Q3 2016 and held it in 3 quarters.
  • Invictus RG's Murphy USA position peaked at $322K in Q1 2017.
  • 277 funds tracked by Wall St. Rank held Murphy USA as of Q4 2018.

Based on Invictus RG's 13F filing for Q4 2018, filed 13 Feb 2019.