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Lucus Advisors’s Murphy Oil MUR Stock Holding History

Lucus 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
-12,416
Closed -$279K – 328
2015
Q4 		$279K Sell
12,416
-3,632
-23% -$98K 0.17% 265
2015
Q3 		$388K Buy
16,048
+4,143
+35% +$132K 0.22% 276
2015
Q2 		$495K Buy
11,905
+1,141
+11% +$51.9K 0.24% 177
2015
Q1 		$502K Buy
10,764
+1,297
+14% +$62.7K 0.26% 153
2014
Q4 		$478K Buy
+9,467
New +$485K 0.21% 122

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

Lucus Advisors's MUR Position: Q1 2016 in Review

Lucus Advisors sold out of Murphy Oil (MUR) in Q1 2016, closing a stake of 12,416 shares — an estimated $279K sold.

Lucus Advisors first reported a position in MUR in Q4 2014 and held it in 5 quarters. The position peaked at $502K in Q1 2015. 360 funds tracked by Wall St. Rank hold MUR as of Q1 2016.

  • Lucus Advisors reported no remaining Murphy Oil position as of Q1 2016 after selling out during the quarter.
  • Lucus Advisors sold 12,416 Murphy Oil shares in Q1 2016, an estimated $279K.
  • Lucus Advisors first reported a position in Murphy Oil in Q4 2014 and held it in 5 quarters.
  • Lucus Advisors's Murphy Oil position peaked at $502K in Q1 2015.
  • 360 funds tracked by Wall St. Rank held Murphy Oil as of Q1 2016.

Based on Lucus Advisors's 13F filing for Q1 2016, filed 13 May 2016.