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Waverly Advisors’s Murphy Oil MUR Stock Holding History

Waverly 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
2014
Q1 		– Sell
-107
Closed -$7K – 791
2013
Q4 		$7K Sell
107
-104
-49% -$6.52K ﹤0.01% 619
2013
Q3 		$13K Buy
+211
New +$12.4K 0.01% 416

Other funds holding MUR

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return

Waverly Advisors's MUR Position: Q1 2014 in Review

Waverly Advisors sold out of Murphy Oil (MUR) in Q1 2014, closing a stake of 107 shares — an estimated $7K sold.

Waverly Advisors first reported a position in MUR in Q3 2013 and held it in 2 quarters. The position peaked at $13K in Q3 2013. 452 funds tracked by Wall St. Rank hold MUR as of Q1 2014.

  • Waverly Advisors reported no remaining Murphy Oil position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 107 Murphy Oil shares in Q1 2014, an estimated $7K.
  • Waverly Advisors first reported a position in Murphy Oil in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's Murphy Oil position peaked at $13K in Q3 2013.
  • 452 funds tracked by Wall St. Rank held Murphy Oil as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.