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Loring Wolcott & Coolidge Fiduciary Advisors’s Murphy USA MUSA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017
Q4 		– Sell
-10
Closed – – 831
2017
Q3 		$0 Buy
+10
New +$696 ﹤0.01% 868
2013
Q4 		– Sell
-281
Closed -$11K – 606
2013
Q3 		$11K Buy
+281
New +$11.2K ﹤0.01% 488

Other funds holding MUSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MUSA Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Murphy USA (MUSA) in Q4 2017, closing a stake of 10 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MUSA in Q3 2013 and held it in 2 quarters. The position peaked at $11K in Q3 2013. 274 funds tracked by Wall St. Rank hold MUSA as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Murphy USA position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 10 Murphy USA shares in Q4 2017.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Murphy USA in Q3 2013 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Murphy USA position peaked at $11K in Q3 2013.
  • 274 funds tracked by Wall St. Rank held Murphy USA as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.