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MSI Financial Services’s Murphy USA MUSA Stock Holding History

MSI Financial Services’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
2016
Q4 		$8K Sell
132
-415
-76% -$27.9K ﹤0.01% 2913
2016
Q3 		$39K Sell
547
-16
-3% -$1.2K ﹤0.01% 1973
2016
Q2 		$42K Buy
563
+393
+231% +$25.6K ﹤0.01% 1899
2016
Q1 		$10K Buy
170
+25
+17% +$1.54K ﹤0.01% 2758
2015
Q4 		$9K Buy
145
+9
+7% +$538 ﹤0.01% 2768
2015
Q3 		$7K Buy
136
+7
+5% +$373 ﹤0.01% 2250
2015
Q2 		$7K Sell
129
-8,032
-98% -$504K ﹤0.01% 2300
2015
Q1 		$591K Buy
8,161
+8,032
+6,226% +$564K 0.04% 435
2014
Q4 		$9K Buy
129
+3
+2% +$178 ﹤0.01% 1878
2014
Q3 		$7K Hold
126
– – ﹤0.01% 1980
2014
Q2 		$6K Hold
126
– – ﹤0.01% 2011
2014
Q1 		$5K Buy
126
+125
+12,500% +$5.06K ﹤0.01% 2001
2013
Q4 		$0 Hold
1
– – ﹤0.01% 2547
2013
Q3 		$0 Buy
+1
New +$40 ﹤0.01% 2372

Other funds holding MUSA

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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return

MSI Financial Services's MUSA Position: Q4 2016 in Review

MSI Financial Services reduced its Murphy USA (MUSA) stake by 76% in Q4 2016, selling an estimated $27.9K and leaving 132 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

MSI Financial Services first reported a position in MUSA in Q3 2013 and has held it in 14 quarters since. The position peaked at $591K in Q1 2015. 290 funds tracked by Wall St. Rank hold MUSA as of Q4 2016.

  • MSI Financial Services held 132 shares of Murphy USA worth $8K as of Q4 2016.
  • MSI Financial Services sold 415 Murphy USA shares in Q4 2016, an estimated $27.9K.
  • Murphy USA made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2913 holding.
  • MSI Financial Services first reported a position in Murphy USA in Q3 2013 and has held it in 14 quarters since.
  • MSI Financial Services's Murphy USA position peaked at $591K in Q1 2015.
  • 290 funds tracked by Wall St. Rank held Murphy USA as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.