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Mount Lucas Management’s Murphy USA MUSA Stock Holding History

Mount Lucas Management’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
Q1 		– Sell
-48,197
Closed -$2M – 104
2013
Q4 		$2M Sell
48,197
-1,543
-3% -$65.5K 0.44% 50
2013
Q3 		$2.01M Buy
+49,740
New +$1.99M 0.44% 61

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Mount Lucas Management's MUSA Position: Q1 2014 in Review

Mount Lucas Management sold out of Murphy USA (MUSA) in Q1 2014, closing a stake of 48,197 shares — an estimated $2M sold.

Mount Lucas Management first reported a position in MUSA in Q3 2013 and held it in 2 quarters. The position peaked at $2.01M in Q3 2013. 244 funds tracked by Wall St. Rank hold MUSA as of Q1 2014.

  • Mount Lucas Management reported no remaining Murphy USA position as of Q1 2014 after selling out during the quarter.
  • Mount Lucas Management sold 48,197 Murphy USA shares in Q1 2014, an estimated $2M.
  • Mount Lucas Management first reported a position in Murphy USA in Q3 2013 and held it in 2 quarters.
  • Mount Lucas Management's Murphy USA position peaked at $2.01M in Q3 2013.
  • 244 funds tracked by Wall St. Rank held Murphy USA as of Q1 2014.

Based on Mount Lucas Management's 13F filing for Q1 2014, filed 14 May 2014.