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Smith & Howard Wealth Management’s Murphy USA MUSA Stock Holding History

Smith & Howard Wealth 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
2014
Q1 		– Sell
-380
Closed -$16K – 156
2013
Q4 		$16K Hold
380
– – 0.01% 183
2013
Q3 		$15K Buy
+380
New +$15.2K 0.01% 179

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Smith & Howard Wealth Management's MUSA Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Murphy USA (MUSA) in Q1 2014, closing a stake of 380 shares — an estimated $16K sold.

Smith & Howard Wealth Management first reported a position in MUSA in Q3 2013 and held it in 2 quarters. The position peaked at $16K in Q4 2013. 244 funds tracked by Wall St. Rank hold MUSA as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Murphy USA position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 380 Murphy USA shares in Q1 2014, an estimated $16K.
  • Smith & Howard Wealth Management first reported a position in Murphy USA in Q3 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's Murphy USA position peaked at $16K in Q4 2013.
  • 244 funds tracked by Wall St. Rank held Murphy USA as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.