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Tiedemann Advisors’s Murphy USA MUSA Stock Holding History

Tiedemann 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
2017
Q4 		– Sell
-5,075
Closed -$362K – 300
2017
Q3 		$362K Sell
5,075
-11,031
-68% -$767K 0.03% 259
2017
Q2 		$1.19M Buy
16,106
+340
+2% +$23.8K 0.09% 182
2017
Q1 		$1.16M Buy
15,766
+10,557
+203% +$696K 0.1% 171
2016
Q4 		$320K Buy
+5,209
New +$351K 0.03% 260

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Tiedemann Advisors's MUSA Position: Q4 2017 in Review

Tiedemann Advisors sold out of Murphy USA (MUSA) in Q4 2017, closing a stake of 5,075 shares — an estimated $362K sold.

Tiedemann Advisors first reported a position in MUSA in Q4 2016 and held it in 4 quarters. The position peaked at $1.19M in Q2 2017. 274 funds tracked by Wall St. Rank hold MUSA as of Q4 2017.

  • Tiedemann Advisors reported no remaining Murphy USA position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 5,075 Murphy USA shares in Q4 2017, an estimated $362K.
  • Tiedemann Advisors first reported a position in Murphy USA in Q4 2016 and held it in 4 quarters.
  • Tiedemann Advisors's Murphy USA position peaked at $1.19M in Q2 2017.
  • 274 funds tracked by Wall St. Rank held Murphy USA as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.