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Wealthcare Advisory Partners’s Murphy Oil MUR Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-687
Closed -$11K – 1358
2021
Q1 		$11K Buy
+687
New +$10.7K ﹤0.01% 1427
2020
Q2 		– Sell
-687
Closed -$4K – 981
2020
Q1 		$4K Hold
687
– – ﹤0.01% 1167
2019
Q4 		$18K Buy
+687
New +$15.8K ﹤0.01% 791

Other funds holding MUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthcare Advisory Partners's MUR Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Murphy Oil (MUR) in Q2 2021, closing a stake of 687 shares — an estimated $11K sold.

Wealthcare Advisory Partners first reported a position in MUR in Q4 2019 and held it in 3 quarters. The position peaked at $18K in Q4 2019. 265 funds tracked by Wall St. Rank hold MUR as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Murphy Oil position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 687 Murphy Oil shares in Q2 2021, an estimated $11K.
  • Wealthcare Advisory Partners first reported a position in Murphy Oil in Q4 2019 and held it in 3 quarters.
  • Wealthcare Advisory Partners's Murphy Oil position peaked at $18K in Q4 2019.
  • 265 funds tracked by Wall St. Rank held Murphy Oil as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.