Lenox Wealth Advisors’s Murphy USA MUSA Stock Holding History

Lenox Wealth Advisors’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
2016 Q1	–	Sell	-15	Closed	-$1K	–	356
2015 Q4	$1K	Buy	+15	New	+$897	﹤0.01%	418

Other funds holding MUSA

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Murphy USA (MUSA) in Q1 2016, closing a stake of 15 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in MUSA in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 275 funds tracked by Wall St. Rank hold MUSA as of Q1 2016.

Lenox Wealth Advisors reported no remaining Murphy USA position as of Q1 2016 after selling out during the quarter.
Lenox Wealth Advisors sold 15 Murphy USA shares in Q1 2016, an estimated $1K.
Lenox Wealth Advisors first reported a position in Murphy USA in Q4 2015 and held it in 1 quarter.
Lenox Wealth Advisors's Murphy USA position peaked at $1K in Q4 2015.
275 funds tracked by Wall St. Rank held Murphy USA as of Q1 2016.

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