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Optimum Investment Advisors’s Murphy USA MUSA Stock Holding History

Optimum Investment Advisors’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
Q4 		– Sell
-37
Closed -$2K – 1003
2014
Q3 		$2K Hold
37
– – ﹤0.01% 892
2014
Q2 		$2K Hold
37
– – ﹤0.01% 894
2014
Q1 		$2K Hold
37
– – ﹤0.01% 719
2013
Q4 		$2K Hold
37
– – ﹤0.01% 725
2013
Q3 		$1K Buy
+37
New +$1.48K ﹤0.01% 710

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
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
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Optimum Investment Advisors's MUSA Position: Q4 2014 in Review

Optimum Investment Advisors sold out of Murphy USA (MUSA) in Q4 2014, closing a stake of 37 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in MUSA in Q3 2013 and held it in 5 quarters. The position peaked at $2K in Q3 2014. 278 funds tracked by Wall St. Rank hold MUSA as of Q4 2014.

  • Optimum Investment Advisors reported no remaining Murphy USA position as of Q4 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 37 Murphy USA shares in Q4 2014, an estimated $2K.
  • Optimum Investment Advisors first reported a position in Murphy USA in Q3 2013 and held it in 5 quarters.
  • Optimum Investment Advisors's Murphy USA position peaked at $2K in Q3 2014.
  • 278 funds tracked by Wall St. Rank held Murphy USA as of Q4 2014.

Based on Optimum Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.