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Smith & Howard Wealth Management’s Murphy Oil MUR Stock Holding History

Smith & Howard Wealth Management’s Portfolio MUR Stock Details MUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,962
Closed -$249K – 48
2014
Q1 		$249K Buy
3,962
+2,433
+159% +$146K 0.14% 29
2013
Q4 		$99K Buy
1,529
+7
+0.5% +$439 0.05% 85
2013
Q3 		$92K Buy
+1,522
New +$89.7K 0.05% 81

Other funds holding MUR

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Smith & Howard Wealth Management's MUR Position: Q2 2014 in Review

Smith & Howard Wealth Management sold out of Murphy Oil (MUR) in Q2 2014, closing a stake of 3,962 shares — an estimated $249K sold.

Smith & Howard Wealth Management first reported a position in MUR in Q3 2013 and held it in 3 quarters. The position peaked at $249K in Q1 2014. 445 funds tracked by Wall St. Rank hold MUR as of Q2 2014.

  • Smith & Howard Wealth Management reported no remaining Murphy Oil position as of Q2 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 3,962 Murphy Oil shares in Q2 2014, an estimated $249K.
  • Smith & Howard Wealth Management first reported a position in Murphy Oil in Q3 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Murphy Oil position peaked at $249K in Q1 2014.
  • 445 funds tracked by Wall St. Rank held Murphy Oil as of Q2 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2014, filed 13 Aug 2014.