Piermont Capital Management’s Murphy USA MUSA Stock Holding History

Piermont Capital 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
2018 Q1	–	Sell	-26,370	Closed	-$2.12M	–	250
2017 Q4	$2.12M	Buy	+26,370	New	+$1.99M	0.7%	63
2017 Q2	–	Sell	-7,880	Closed	-$579K	–	259
2017 Q1	$579K	Hold	7,880	–	–	0.14%	221
2016 Q4	$484K	Sell	7,880 -42,001	-84%	-$2.83M	0.11%	227
2016 Q3	$3.56M	Buy	+49,881	New	+$3.73M	0.84%	17
2015 Q3	–	Sell	-49,470	Closed	-$2.76M	–	240
2015 Q2	$2.76M	Buy	49,470 +8,150	+20%	+$512K	0.83%	51
2015 Q1	$2.99M	Buy	+41,320	New	+$2.9M	0.91%	29

Other funds holding MUSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Piermont Capital Management's MUSA Position: Q1 2018 in Review

Piermont Capital Management sold out of Murphy USA (MUSA) in Q1 2018, closing a stake of 26,370 shares — an estimated $2.12M sold.

Piermont Capital Management first reported a position in MUSA in Q1 2015 and held it in 6 quarters. The position peaked at $3.56M in Q3 2016. 274 funds tracked by Wall St. Rank hold MUSA as of Q1 2018.

Piermont Capital Management reported no remaining Murphy USA position as of Q1 2018 after selling out during the quarter.
Piermont Capital Management sold 26,370 Murphy USA shares in Q1 2018, an estimated $2.12M.
Piermont Capital Management first reported a position in Murphy USA in Q1 2015 and held it in 6 quarters.
Piermont Capital Management's Murphy USA position peaked at $3.56M in Q3 2016.
274 funds tracked by Wall St. Rank held Murphy USA as of Q1 2018.

Based on Piermont Capital Management's 13F filing for Q1 2018, filed 9 May 2018.