James Investment Research’s Murphy USA MUSA Stock Holding History

James Investment Research’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
2019 Q2	–	Sell	-8,545	Closed	-$732K	–	747
2019 Q1	$732K	Buy	+8,545	New	+$675K	0.05%	280
2018 Q4	–	Sell	-26,645	Closed	-$2.28M	–	861
2018 Q3	$2.28M	Buy	+26,645	New	+$2.2M	0.09%	235
2018 Q2	–	Sell	-26,350	Closed	-$1.92M	–	836
2018 Q1	$1.92M	Buy	26,350 +2,950	+13%	+$230K	0.07%	335
2017 Q4	$1.88M	Buy	+23,400	New	+$1.77M	0.06%	325
2017 Q2	–	Sell	-12,941	Closed	-$950K	–	751
2017 Q1	$950K	Sell	12,941 -9,263	-42%	-$611K	0.03%	307
2016 Q4	$1.36M	Sell	22,204 -313,303	-93%	-$21.1M	0.04%	246
2016 Q3	$23.9M	Buy	+335,507	New	+$25.1M	0.63%	53
2013 Q4	–	Sell	-39	Closed	-$2K	–	544
2013 Q3	$2K	Buy	+39	New	+$1.56K	﹤0.01%	517

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

James Investment Research's MUSA Position: Q2 2019 in Review

James Investment Research sold out of Murphy USA (MUSA) in Q2 2019, closing a stake of 8,545 shares — an estimated $732K sold.

James Investment Research first reported a position in MUSA in Q3 2013 and held it in 8 quarters. The position peaked at $23.9M in Q3 2016. 263 funds tracked by Wall St. Rank hold MUSA as of Q2 2019.

James Investment Research reported no remaining Murphy USA position as of Q2 2019 after selling out during the quarter.
James Investment Research sold 8,545 Murphy USA shares in Q2 2019, an estimated $732K.
James Investment Research first reported a position in Murphy USA in Q3 2013 and held it in 8 quarters.
James Investment Research's Murphy USA position peaked at $23.9M in Q3 2016.
263 funds tracked by Wall St. Rank held Murphy USA as of Q2 2019.

Based on James Investment Research's 13F filing for Q2 2019, filed 24 Jul 2019.