Portola Group’s Murphy USA MUSA Stock Holding History

Portola 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
2013 Q4	–	Sell	-5,116	Closed	-$207K	–	95
2013 Q3	$207K	Buy	+5,116	New	+$205K	0.13%	86

Other funds holding MUSA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

Portola Group's MUSA Position: Q4 2013 in Review

Portola Group sold out of Murphy USA (MUSA) in Q4 2013, closing a stake of 5,116 shares — an estimated $207K sold.

Portola Group first reported a position in MUSA in Q3 2013 and held it in 1 quarter. The position peaked at $207K in Q3 2013. 255 funds tracked by Wall St. Rank hold MUSA as of Q4 2013.

Portola Group reported no remaining Murphy USA position as of Q4 2013 after selling out during the quarter.
Portola Group sold 5,116 Murphy USA shares in Q4 2013, an estimated $207K.
Portola Group first reported a position in Murphy USA in Q3 2013 and held it in 1 quarter.
Portola Group's Murphy USA position peaked at $207K in Q3 2013.
255 funds tracked by Wall St. Rank held Murphy USA as of Q4 2013.

Based on Portola Group's 13F filing for Q4 2013, filed 14 Feb 2014.