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Summit Financial Wealth Advisors’s Murphy Oil MUR Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q4 		– Sell
-1,000
Closed -$24K – 183
2015
Q3 		$24K Hold
1,000
– – 0.02% 151
2015
Q2 		$41K Hold
1,000
– – 0.03% 156
2015
Q1 		$45K Hold
1,000
– – 0.03% 126
2014
Q4 		$51K Buy
+1,000
New +$51.2K 0.04% 122

Other funds holding MUR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Summit Financial Wealth Advisors's MUR Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Murphy Oil (MUR) in Q4 2015, closing a stake of 1,000 shares — an estimated $24K sold.

Summit Financial Wealth Advisors first reported a position in MUR in Q4 2014 and held it in 4 quarters. The position peaked at $51K in Q4 2014. 353 funds tracked by Wall St. Rank hold MUR as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Murphy Oil position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,000 Murphy Oil shares in Q4 2015, an estimated $24K.
  • Summit Financial Wealth Advisors first reported a position in Murphy Oil in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Murphy Oil position peaked at $51K in Q4 2014.
  • 353 funds tracked by Wall St. Rank held Murphy Oil as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.