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Partnervest Advisory Services’s Murphy USA MUSA Stock Holding History

Partnervest Advisory 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
2014
Q3 		– Sell
-800
Closed -$39K – 562
2014
Q2 		$39K Hold
800
– – 0.02% 414
2014
Q1 		$32K Buy
+800
New +$32.4K 0.01% 409
2013
Q4 		– Sell
-244
Closed -$10K – 1047
2013
Q3 		$10K Buy
+244
New +$9.77K 0.01% 653

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return

Partnervest Advisory Services's MUSA Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Murphy USA (MUSA) in Q3 2014, closing a stake of 800 shares — an estimated $39K sold.

Partnervest Advisory Services first reported a position in MUSA in Q3 2013 and held it in 3 quarters. The position peaked at $39K in Q2 2014. 242 funds tracked by Wall St. Rank hold MUSA as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Murphy USA position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 800 Murphy USA shares in Q3 2014, an estimated $39K.
  • Partnervest Advisory Services first reported a position in Murphy USA in Q3 2013 and held it in 3 quarters.
  • Partnervest Advisory Services's Murphy USA position peaked at $39K in Q2 2014.
  • 242 funds tracked by Wall St. Rank held Murphy USA as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.