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Waverly Advisors’s Murphy USA MUSA Stock Holding History

Waverly 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
2014
Q1 		– Sell
-26
Closed -$1K – 792
2013
Q4 		$1K Sell
26
-26
-50% -$1.1K ﹤0.01% 806
2013
Q3 		$2K Buy
+52
New +$2.08K ﹤0.01% 541

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Waverly Advisors's MUSA Position: Q1 2014 in Review

Waverly Advisors sold out of Murphy USA (MUSA) in Q1 2014, closing a stake of 26 shares — an estimated $1K sold.

Waverly Advisors first reported a position in MUSA in Q3 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 244 funds tracked by Wall St. Rank hold MUSA as of Q1 2014.

  • Waverly Advisors reported no remaining Murphy USA position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 26 Murphy USA shares in Q1 2014, an estimated $1K.
  • Waverly Advisors first reported a position in Murphy USA in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's Murphy USA position peaked at $2K in Q3 2013.
  • 244 funds tracked by Wall St. Rank held Murphy USA as of Q1 2014.

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