LWA
MUR icon

Lenox Wealth Advisors’s Murphy Oil MUR Stock Holding History

Lenox Wealth Advisors’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
2016
Q1 		– Sell
-40
Closed -$1K – 355
2015
Q4 		$1K Hold
40
– – ﹤0.01% 417
2015
Q3 		$1K Hold
40
– – ﹤0.01% 387
2015
Q2 		$2K Hold
40
– – ﹤0.01% 266
2015
Q1 		$2K Hold
40
– – ﹤0.01% 303
2014
Q4 		$2K Buy
+40
New +$2.05K ﹤0.01% 305

Other funds holding MUR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return

Lenox Wealth Advisors's MUR Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of Murphy Oil (MUR) in Q1 2016, closing a stake of 40 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in MUR in Q4 2014 and held it in 5 quarters. The position peaked at $2K in Q2 2015. 360 funds tracked by Wall St. Rank hold MUR as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining Murphy Oil position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 40 Murphy Oil shares in Q1 2016, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Murphy Oil in Q4 2014 and held it in 5 quarters.
  • Lenox Wealth Advisors's Murphy Oil position peaked at $2K in Q2 2015.
  • 360 funds tracked by Wall St. Rank held Murphy Oil as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.