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Kalos Management’s Murphy Oil MUR Stock Holding History

Kalos Management’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
2018
Q2 		– Sell
-84,382
Closed -$2.18M – 208
2018
Q1 		$2.18M Buy
84,382
+1,866
+2% +$54K 1.29% 31
2017
Q4 		$2.56M Sell
82,516
-398
-0.5% -$11.1K 1.2% 30
2017
Q3 		$2.2M Buy
82,914
+3,742
+5% +$93.9K 1.42% 24
2017
Q2 		$2.03M Buy
79,172
+2,896
+4% +$75.6K 1.85% 19
2017
Q1 		$2.18M Buy
76,276
+6,671
+10% +$192K 1.55% 26
2016
Q4 		$2.17M Sell
69,605
-396
-0.6% -$12K 1.75% 14
2016
Q3 		$2.13M Buy
70,001
+1,263
+2% +$36K 1.81% 11
2016
Q2 		$2.18M Buy
68,738
+4,816
+8% +$146K 1.69% 10
2016
Q1 		$1.44M Hold
63,922
– – 1.19% 29
2015
Q4 		$1.44M Buy
+63,922
New +$1.72M 1.07% 30

Other funds holding MUR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Kalos Management's MUR Position: Q2 2018 in Review

Kalos Management sold out of Murphy Oil (MUR) in Q2 2018, closing a stake of 84,382 shares — an estimated $2.18M sold.

Kalos Management first reported a position in MUR in Q4 2015 and held it in 10 quarters. The position peaked at $2.56M in Q4 2017. 355 funds tracked by Wall St. Rank hold MUR as of Q2 2018.

  • Kalos Management reported no remaining Murphy Oil position as of Q2 2018 after selling out during the quarter.
  • Kalos Management sold 84,382 Murphy Oil shares in Q2 2018, an estimated $2.18M.
  • Kalos Management first reported a position in Murphy Oil in Q4 2015 and held it in 10 quarters.
  • Kalos Management's Murphy Oil position peaked at $2.56M in Q4 2017.
  • 355 funds tracked by Wall St. Rank held Murphy Oil as of Q2 2018.

Based on Kalos Management's 13F filing for Q2 2018, filed 14 Aug 2018.