Signature Financial Management’s Murphy USA MUSA Stock Holding History

Signature Financial Management’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 Q4	$10.8M	Sell	141,377 -223,414	-61%	-$17.6M	2.61%	9
2018 Q3	$31.2M	Buy	364,791 +282,000	+341%	+$23.3M	5.51%	5
2018 Q2	$6.15M	Hold	82,791	–	–	1.3%	17
2018 Q1	$6.03M	Buy	82,791 +348	+0.4%	+$27.2K	1.25%	17
2017 Q4	$6.63M	Sell	82,443 -2,283	-3%	-$172K	1.79%	13
2017 Q3	$5.85M	Hold	84,726	–	–	1.78%	13
2017 Q2	$6.28M	Sell	84,726 -361	-0.4%	-$25.3K	1.97%	12
2017 Q1	$6.25M	Buy	85,087 +625	+0.7%	+$41.2K	2%	12
2016 Q4	$5.19M	Buy	84,462 +3,742	+5%	+$252K	1.95%	14
2016 Q3	$5.76M	Sell	80,720 -8,271	-9%	-$618K	2.34%	13
2016 Q2	$6.6M	Sell	88,991 -1,973	-2%	-$128K	3.1%	8
2016 Q1	$5.59M	Sell	90,964 -1,644	-2%	-$101K	2.72%	10
2015 Q4	$5.63M	Hold	92,608	–	–	2.74%	11
2015 Q3	$5.09M	Sell	92,608 -1,570	-2%	-$83.6K	3.13%	8
2015 Q2	$5.26M	Sell	94,178 -218	-0.2%	-$13.7K	3.4%	7
2015 Q1	$6.83M	Buy	94,396 +39,432	+72%	+$2.77M	4.41%	5
2014 Q4	$3.79M	Sell	54,964 -40,198	-42%	-$2.39M	2.65%	9
2014 Q3	$5.05M	Buy	95,162 +113	+0.1%	+$5.84K	3.62%	5
2014 Q2	$4.65M	Buy	95,049 +40,198	+73%	+$1.86M	3.53%	5
2014 Q1	$2.23M	Hold	54,851	–	–	1.91%	12
2013 Q4	$2.28M	Sell	54,851 -3,619	-6%	-$154K	1.78%	14
2013 Q3	$2.36M	Buy	+58,470	New	+$2.34M	2.08%	11

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

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

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

SAM

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Signature Financial Management's MUSA Position: Q4 2018 in Review

Signature Financial Management reduced its Murphy USA (MUSA) stake by 61% in Q4 2018, selling an estimated $17.6M and leaving 141,377 shares worth $10.8M. The position accounts for 2.61% of the portfolio, ranked #9.

Signature Financial Management first reported a position in MUSA in Q3 2013 and has held it in 22 quarters since. The position peaked at $31.2M in Q3 2018. 278 funds tracked by Wall St. Rank hold MUSA as of Q4 2018.

Signature Financial Management held 141,377 shares of Murphy USA worth $10.8M as of Q4 2018.
Signature Financial Management sold 223,414 Murphy USA shares in Q4 2018, an estimated $17.6M.
Murphy USA made up 2.61% of Signature Financial Management's portfolio in Q4 2018, its #9 holding.
Signature Financial Management first reported a position in Murphy USA in Q3 2013 and has held it in 22 quarters since.
Signature Financial Management's Murphy USA position peaked at $31.2M in Q3 2018.
278 funds tracked by Wall St. Rank held Murphy USA as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.