RGT Wealth Advisors’s Murphy USA MUSA Stock Holding History

RGT Wealth 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
2018 Q2	–	Sell	-35,298	Closed	-$2.57M	–	67
2018 Q1	$2.57M	Hold	35,298	–	–	1.24%	16
2017 Q4	$2.84M	Hold	35,298	–	–	1.52%	13
2017 Q3	$2.44M	Hold	35,298	–	–	1.62%	13
2017 Q2	$2.62M	Hold	35,298	–	–	1.79%	12
2017 Q1	$2.59M	Buy	35,298 +15,298	+76%	+$1.01M	1.76%	12
2016 Q4	$1.23M	Hold	20,000	–	–	0.69%	21
2016 Q3	$1.43M	Buy	+20,000	New	+$1.49M	0.88%	18

Other funds holding MUSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IAM

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RGT Wealth Advisors's MUSA Position: Q2 2018 in Review

RGT Wealth Advisors sold out of Murphy USA (MUSA) in Q2 2018, closing a stake of 35,298 shares — an estimated $2.57M sold.

RGT Wealth Advisors first reported a position in MUSA in Q3 2016 and held it in 7 quarters. The position peaked at $2.84M in Q4 2017. 260 funds tracked by Wall St. Rank hold MUSA as of Q2 2018.

RGT Wealth Advisors reported no remaining Murphy USA position as of Q2 2018 after selling out during the quarter.
RGT Wealth Advisors sold 35,298 Murphy USA shares in Q2 2018, an estimated $2.57M.
RGT Wealth Advisors first reported a position in Murphy USA in Q3 2016 and held it in 7 quarters.
RGT Wealth Advisors's Murphy USA position peaked at $2.84M in Q4 2017.
260 funds tracked by Wall St. Rank held Murphy USA as of Q2 2018.

Based on RGT Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.