LBA Wealth Management’s Murphy Oil MUR Stock Holding History

LBA Wealth 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
2017 Q1	$31K	Hold	1,100	–	–	0.02%	240
2016 Q4	$34K	Sell	1,100 -100	-8%	-$3.03K	0.02%	220
2016 Q3	$36K	Hold	1,200	–	–	0.02%	225
2016 Q2	$38K	Hold	1,200	–	–	0.02%	215
2016 Q1	$30K	Sell	1,200 -9,635	-89%	-$193K	0.02%	228
2015 Q4	$243K	Buy	10,835 +2,225	+26%	+$60K	0.14%	104
2015 Q3	$208K	Buy	8,610 +1,335	+18%	+$42.6K	0.13%	104
2015 Q2	$302K	Buy	7,275 +1,100	+18%	+$50.1K	0.19%	87
2015 Q1	$288K	Buy	6,175 +1,225	+25%	+$59.2K	0.18%	90
2014 Q4	$250K	Buy	4,950 +1,825	+58%	+$93.5K	0.17%	91
2014 Q3	$178K	Sell	3,125 -4,035	-56%	-$250K	0.12%	90
2014 Q2	$476K	Buy	7,160 +175	+3%	+$11K	0.39%	48
2014 Q1	$439K	Buy	6,985 +165	+2%	+$9.92K	0.36%	53
2013 Q4	$442K	Buy	+6,820	New	+$428K	0.36%	55

Other funds holding MUR

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LBA Wealth Management's MUR Position: Q1 2017 in Review

LBA Wealth Management held its Murphy Oil (MUR) position steady in Q1 2017 at 1,100 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #240.

LBA Wealth Management first reported a position in MUR in Q4 2013 and has held it in 14 quarters since. The position peaked at $476K in Q2 2014. 374 funds tracked by Wall St. Rank hold MUR as of Q1 2017.

LBA Wealth Management held 1,100 shares of Murphy Oil worth $31K as of Q1 2017.
LBA Wealth Management left its Murphy Oil share count unchanged in Q1 2017.
Murphy Oil made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #240 holding.
LBA Wealth Management first reported a position in Murphy Oil in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Murphy Oil position peaked at $476K in Q2 2014.
374 funds tracked by Wall St. Rank held Murphy Oil as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.