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McAdams Wright Ragen’s Murphy USA MUSA Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$1.06M Sell
20,076
-299
-1% -$15.5K 0.06% 194
2014
Q2 		$996K Sell
20,375
-2,095
-9% -$97.1K 0.06% 192
2014
Q1 		$912K Sell
22,470
-2,265
-9% -$91.6K 0.06% 190
2013
Q4 		$1.03M Sell
24,735
-1,809
-7% -$76.7K 0.07% 181
2013
Q3 		$1.07M Buy
+26,544
New +$1.06M 0.08% 156

Other funds holding MUSA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return

McAdams Wright Ragen's MUSA Position: Q3 2014 in Review

McAdams Wright Ragen reduced its Murphy USA (MUSA) stake by 1.5% in Q3 2014, selling an estimated $15.5K and leaving 20,076 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #194.

McAdams Wright Ragen first reported a position in MUSA in Q3 2013 and has held it in 5 quarters since. The position peaked at $1.07M in Q3 2013. 242 funds tracked by Wall St. Rank hold MUSA as of Q3 2014.

  • McAdams Wright Ragen held 20,076 shares of Murphy USA worth $1.06M as of Q3 2014.
  • McAdams Wright Ragen sold 299 Murphy USA shares in Q3 2014, an estimated $15.5K.
  • Murphy USA made up 0.06% of McAdams Wright Ragen's portfolio in Q3 2014, its #194 holding.
  • McAdams Wright Ragen first reported a position in Murphy USA in Q3 2013 and has held it in 5 quarters since.
  • McAdams Wright Ragen's Murphy USA position peaked at $1.07M in Q3 2013.
  • 242 funds tracked by Wall St. Rank held Murphy USA as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.