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Lenox Wealth Management’s Murphy Oil MUR Stock Holding History

Lenox 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
2018
Q1 		– Sell
-23,158
Closed -$719K – 493
2017
Q4 		$719K Buy
23,158
+2,221
+11% +$61.8K 0.22% 95
2017
Q3 		$556K Buy
20,937
+1,561
+8% +$39.2K 0.19% 94
2017
Q2 		$497K Buy
+19,376
New +$506K 0.2% 87

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lenox Wealth Management's MUR Position: Q1 2018 in Review

Lenox Wealth Management sold out of Murphy Oil (MUR) in Q1 2018, closing a stake of 23,158 shares — an estimated $719K sold.

Lenox Wealth Management first reported a position in MUR in Q2 2017 and held it in 3 quarters. The position peaked at $719K in Q4 2017. 349 funds tracked by Wall St. Rank hold MUR as of Q1 2018.

  • Lenox Wealth Management reported no remaining Murphy Oil position as of Q1 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 23,158 Murphy Oil shares in Q1 2018, an estimated $719K.
  • Lenox Wealth Management first reported a position in Murphy Oil in Q2 2017 and held it in 3 quarters.
  • Lenox Wealth Management's Murphy Oil position peaked at $719K in Q4 2017.
  • 349 funds tracked by Wall St. Rank held Murphy Oil as of Q1 2018.

Based on Lenox Wealth Management's 13F filing for Q1 2018, filed 26 Apr 2018.