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Pinnacle Summer Investments’s Murphy USA MUSA Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		– Sell
-2,745
Closed -$151K – 923
2015
Q3 		$151K Buy
+2,745
New +$146K 0.03% 322
2015
Q2 		– Sell
-2,745
Closed -$199K – 865
2015
Q1 		$199K Hold
2,745
– – 0.03% 318
2014
Q4 		$189K Hold
2,745
– – 0.02% 321
2014
Q3 		$146K Hold
2,745
– – 0.02% 365
2014
Q2 		$134K Sell
2,745
-721
-21% -$33.4K 0.02% 351
2014
Q1 		$147K Buy
3,466
+480
+16% +$19.4K 0.02% 306
2013
Q4 		$124K Buy
+2,986
New +$127K 0.02% 323

Other funds holding MUSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Pinnacle Summer Investments's MUSA Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Murphy USA (MUSA) in Q4 2015, closing a stake of 2,745 shares — an estimated $151K sold.

Pinnacle Summer Investments first reported a position in MUSA in Q4 2013 and held it in 7 quarters. The position peaked at $199K in Q1 2015. 266 funds tracked by Wall St. Rank hold MUSA as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining Murphy USA position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 2,745 Murphy USA shares in Q4 2015, an estimated $151K.
  • Pinnacle Summer Investments first reported a position in Murphy USA in Q4 2013 and held it in 7 quarters.
  • Pinnacle Summer Investments's Murphy USA position peaked at $199K in Q1 2015.
  • 266 funds tracked by Wall St. Rank held Murphy USA as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.