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Ladenburg Thalmann Financial Services’s Murphy USA MUSA Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$30K Sell
379
-227
-37% -$24.5K ﹤0.01% 3887
2019
Q3 		$51K Buy
606
+190
+46% +$16.7K ﹤0.01% 3433
2019
Q2 		$35K Sell
416
-2
-0.5% -$167 ﹤0.01% 3700
2019
Q1 		$35K Sell
418
-17
-4% -$1.34K ﹤0.01% 3644
2018
Q4 		$34K Buy
435
+275
+172% +$21.7K ﹤0.01% 3525
2018
Q3 		$13K Sell
160
-355
-69% -$29.3K ﹤0.01% 4148
2018
Q2 		$37K Hold
515
– – ﹤0.01% 3466
2018
Q1 		$37K Sell
515
-103
-17% -$8.04K ﹤0.01% 3466
2017
Q4 		$49K Buy
618
+76
+14% +$5.74K ﹤0.01% 3229
2017
Q3 		$37K Sell
542
-26
-5% -$1.81K ﹤0.01% 3310
2017
Q2 		$42K Buy
568
+1
+0.2% +$70 ﹤0.01% 3153
2017
Q1 		$41K Buy
567
+76
+15% +$5.01K ﹤0.01% 3056
2016
Q4 		$31K Buy
491
+78
+19% +$5.25K ﹤0.01% 3185
2016
Q3 		$29K Buy
413
+122
+42% +$9.11K ﹤0.01% 3166
2016
Q2 		$22K Buy
291
+11
+4% +$716 ﹤0.01% 3276
2016
Q1 		$17K Sell
280
-12
-4% -$739 ﹤0.01% 3372
2015
Q4 		$18K Buy
292
+26
+10% +$1.55K ﹤0.01% 3300
2015
Q3 		$15K Sell
266
-8
-3% -$426 ﹤0.01% 3283
2015
Q2 		$15K Hold
274
– – ﹤0.01% 3419
2015
Q1 		$20K Sell
274
-102
-27% -$7.17K ﹤0.01% 3180
2014
Q4 		$26K Buy
376
+187
+99% +$11.1K ﹤0.01% 2811
2014
Q3 		$10K Sell
189
-3
-2% -$155 ﹤0.01% 3098
2014
Q2 		$9K Sell
192
-115
-37% -$5.33K ﹤0.01% 3137
2014
Q1 		$12K Sell
307
-401
-57% -$16.2K ﹤0.01% 2865
2013
Q4 		$29K Buy
708
+412
+139% +$17.5K ﹤0.01% 2293
2013
Q3 		$12K Buy
+296
New +$11.8K ﹤0.01% 2765

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MUSA Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Murphy USA (MUSA) stake by 37% in Q4 2019, selling an estimated $24.5K and leaving 379 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #3887.

Ladenburg Thalmann Financial Services first reported a position in MUSA in Q3 2013 and has held it in 26 quarters since. The position peaked at $51K in Q3 2019. 298 funds tracked by Wall St. Rank hold MUSA as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 379 shares of Murphy USA worth $30K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 227 Murphy USA shares in Q4 2019, an estimated $24.5K.
  • Murphy USA made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3887 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Murphy USA in Q3 2013 and has held it in 26 quarters since.
  • Ladenburg Thalmann Financial Services's Murphy USA position peaked at $51K in Q3 2019.
  • 298 funds tracked by Wall St. Rank held Murphy USA as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.