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Shepherd Kaplan Krochuk’s Murphy USA MUSA Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q3 		– Sell
-6,109
Closed -$298K – 590
2014
Q2 		$298K Buy
+6,109
New +$283K 0.03% 357

Other funds holding MUSA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return

Shepherd Kaplan Krochuk's MUSA Position: Q3 2014 in Review

Shepherd Kaplan Krochuk sold out of Murphy USA (MUSA) in Q3 2014, closing a stake of 6,109 shares — an estimated $298K sold.

Shepherd Kaplan Krochuk first reported a position in MUSA in Q2 2014 and held it in 1 quarter. The position peaked at $298K in Q2 2014. 242 funds tracked by Wall St. Rank hold MUSA as of Q3 2014.

  • Shepherd Kaplan Krochuk reported no remaining Murphy USA position as of Q3 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 6,109 Murphy USA shares in Q3 2014, an estimated $298K.
  • Shepherd Kaplan Krochuk first reported a position in Murphy USA in Q2 2014 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Murphy USA position peaked at $298K in Q2 2014.
  • 242 funds tracked by Wall St. Rank held Murphy USA as of Q3 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2014, filed 13 Nov 2014.