Next Financial Group’s Murphy USA MUSA Stock Holding History

Next Financial Group’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 Q1	–	Sell	-65	Closed	-$3K	–	1806
2015 Q4	$3K	Buy	+65	New	+$3.89K	﹤0.01%	1525

Other funds holding MUSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Next Financial Group's MUSA Position: Q1 2016 in Review

Next Financial Group sold out of Murphy USA (MUSA) in Q1 2016, closing a stake of 65 shares — an estimated $3K sold.

Next Financial Group first reported a position in MUSA in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 275 funds tracked by Wall St. Rank hold MUSA as of Q1 2016.

Next Financial Group reported no remaining Murphy USA position as of Q1 2016 after selling out during the quarter.
Next Financial Group sold 65 Murphy USA shares in Q1 2016, an estimated $3K.
Next Financial Group first reported a position in Murphy USA in Q4 2015 and held it in 1 quarter.
Next Financial Group's Murphy USA position peaked at $3K in Q4 2015.
275 funds tracked by Wall St. Rank held Murphy USA as of Q1 2016.

Based on Next Financial Group's 13F filing for Q1 2016, filed 20 Apr 2016.