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Ropes Wealth Advisors’s Murphy USA MUSA Stock Holding History

Ropes 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
2017
Q4 		– Sell
-1
Closed – – 799
2017
Q3 		$0 Hold
1
– – ﹤0.01% 714
2017
Q2 		$0 Hold
1
– – ﹤0.01% 562
2017
Q1 		$0 Hold
1
– – ﹤0.01% 542
2016
Q4 		$0 Hold
1
– – ﹤0.01% 498
2016
Q3 		$0 Hold
1
– – ﹤0.01% 483
2016
Q2 		$0 Hold
1
– – ﹤0.01% 513
2016
Q1 		$0 Hold
1
– – ﹤0.01% 500
2015
Q4 		$0 Hold
1
– – ﹤0.01% 509
2015
Q3 		$0 Hold
1
– – ﹤0.01% 420
2015
Q2 		$0 Hold
1
– – ﹤0.01% 320
2015
Q1 		$0 Buy
+1
New +$70 ﹤0.01% 323

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ropes Wealth Advisors's MUSA Position: Q4 2017 in Review

Ropes Wealth Advisors sold out of Murphy USA (MUSA) in Q4 2017, closing a stake of 1 share.

Ropes Wealth Advisors first reported a position in MUSA in Q1 2015 and held it in 11 quarters. The position peaked at $0 in Q3 2017. 274 funds tracked by Wall St. Rank hold MUSA as of Q4 2017.

  • Ropes Wealth Advisors reported no remaining Murphy USA position as of Q4 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1 Murphy USA share in Q4 2017.
  • Ropes Wealth Advisors first reported a position in Murphy USA in Q1 2015 and held it in 11 quarters.
  • Ropes Wealth Advisors's Murphy USA position peaked at $0 in Q3 2017.
  • 274 funds tracked by Wall St. Rank held Murphy USA as of Q4 2017.

Based on Ropes Wealth Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.