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Summit Financial Wealth Advisors’s Murphy USA MUSA Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q4 		– Sell
-250
Closed -$13K – 184
2015
Q3 		$13K Hold
250
– – 0.01% 177
2015
Q2 		$13K Hold
250
– – 0.01% 220
2015
Q1 		$15K Hold
250
– – 0.01% 182
2014
Q4 		$17K Buy
+250
New +$14.8K 0.01% 175

Other funds holding MUSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Murphy USA (MUSA) in Q4 2015, closing a stake of 250 shares — an estimated $13K sold.

Summit Financial Wealth Advisors first reported a position in MUSA in Q4 2014 and held it in 4 quarters. The position peaked at $17K in Q4 2014. 266 funds tracked by Wall St. Rank hold MUSA as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Murphy USA position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 250 Murphy USA shares in Q4 2015, an estimated $13K.
  • Summit Financial Wealth Advisors first reported a position in Murphy USA in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Murphy USA position peaked at $17K in Q4 2014.
  • 266 funds tracked by Wall St. Rank held Murphy USA as of Q4 2015.

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