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UBS’s Murphy USA MUSA Stock Holding History

UBS’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
Q3 		$218K Sell
4,112
-1,611
-28% -$83.3K ﹤0.01% 5102
2014
Q2 		$280K Sell
5,723
-25,545
-82% -$1.18M ﹤0.01% 4820
2014
Q1 		$1.27M Buy
31,268
+27,679
+771% +$1.12M ﹤0.01% 3247
2013
Q4 		$149K Sell
3,589
-881
-20% -$37.4K ﹤0.01% 5604
2013
Q3 		$180K Buy
+4,470
New +$179K ﹤0.01% 5309

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return

UBS's MUSA Position: Q3 2014 in Review

UBS reduced its Murphy USA (MUSA) stake by 28% in Q3 2014, selling an estimated $83.3K and leaving 4,112 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #5102.

UBS first reported a position in MUSA in Q3 2013 and has held it in 5 quarters since. The position peaked at $1.27M in Q1 2014. 242 funds tracked by Wall St. Rank hold MUSA as of Q3 2014.

  • UBS held 4,112 shares of Murphy USA worth $218K as of Q3 2014.
  • UBS sold 1,611 Murphy USA shares in Q3 2014, an estimated $83.3K.
  • Murphy USA made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5102 holding.
  • UBS first reported a position in Murphy USA in Q3 2013 and has held it in 5 quarters since.
  • UBS's Murphy USA position peaked at $1.27M in Q1 2014.
  • 242 funds tracked by Wall St. Rank held Murphy USA as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.