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Monroe Bank & Trust’s Murphy USA MUSA Stock Holding History

Monroe Bank & Trust’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
Q1 		– Sell
-147
Closed -$9K – 294
2016
Q4 		$9K Buy
+147
New +$9.89K ﹤0.01% 267
2016
Q2 		– Sell
-215
Closed -$13K – 248
2016
Q1 		$13K Hold
215
– – ﹤0.01% 254
2015
Q4 		$13K Hold
215
– – ﹤0.01% 243
2015
Q3 		$12K Hold
215
– – ﹤0.01% 255
2015
Q2 		$12K Hold
215
– – ﹤0.01% 266
2015
Q1 		$16K Hold
215
– – 0.01% 239
2014
Q4 		$15K Buy
+215
New +$12.8K 0.01% 235

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Monroe Bank & Trust's MUSA Position: Q1 2017 in Review

Monroe Bank & Trust sold out of Murphy USA (MUSA) in Q1 2017, closing a stake of 147 shares — an estimated $9K sold.

Monroe Bank & Trust first reported a position in MUSA in Q4 2014 and held it in 7 quarters. The position peaked at $16K in Q1 2015. 283 funds tracked by Wall St. Rank hold MUSA as of Q1 2017.

  • Monroe Bank & Trust reported no remaining Murphy USA position as of Q1 2017 after selling out during the quarter.
  • Monroe Bank & Trust sold 147 Murphy USA shares in Q1 2017, an estimated $9K.
  • Monroe Bank & Trust first reported a position in Murphy USA in Q4 2014 and held it in 7 quarters.
  • Monroe Bank & Trust's Murphy USA position peaked at $16K in Q1 2015.
  • 283 funds tracked by Wall St. Rank held Murphy USA as of Q1 2017.

Based on Monroe Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.