Marshwinds Advisory’s Murphy Oil MUR Stock Holding History

Marshwinds Advisory’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 Q4	$555K	Sell	23,720 -300	-1%	-$9.2K	0.3%	76
2018 Q3	$801K	Sell	24,020 -700	-3%	-$22.2K	0.37%	71
2018 Q2	$835K	Buy	24,720 +750	+3%	+$23.1K	0.4%	68
2018 Q1	$619K	Buy	23,970 +200	+0.8%	+$5.79K	0.29%	80
2017 Q4	$738K	Buy	23,770 +900	+4%	+$25.1K	0.34%	76
2017 Q3	$607K	Sell	22,870 -400	-2%	-$10K	0.28%	81
2017 Q2	$596K	Buy	+23,270	New	+$607K	0.28%	83

Other funds holding MUR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marshwinds Advisory's MUR Position: Q4 2018 in Review

Marshwinds Advisory reduced its Murphy Oil (MUR) stake by 1.2% in Q4 2018, selling an estimated $9.2K and leaving 23,720 shares worth $555K. The position accounts for 0.3% of the portfolio, ranked #76.

Marshwinds Advisory first reported a position in MUR in Q2 2017 and has held it in 7 quarters since. The position peaked at $835K in Q2 2018. 336 funds tracked by Wall St. Rank hold MUR as of Q4 2018.

Marshwinds Advisory held 23,720 shares of Murphy Oil worth $555K as of Q4 2018.
Marshwinds Advisory sold 300 Murphy Oil shares in Q4 2018, an estimated $9.2K.
Murphy Oil made up 0.3% of Marshwinds Advisory's portfolio in Q4 2018, its #76 holding.
Marshwinds Advisory first reported a position in Murphy Oil in Q2 2017 and has held it in 7 quarters since.
Marshwinds Advisory's Murphy Oil position peaked at $835K in Q2 2018.
336 funds tracked by Wall St. Rank held Murphy Oil as of Q4 2018.

Based on Marshwinds Advisory's 13F filing for Q4 2018, filed 7 Jan 2019.