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Wealthfront’s Murphy USA MUSA Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-259
Closed -$14K – 771
2015
Q3 		$14K Buy
259
+230
+793% +$12.2K ﹤0.01% 864
2015
Q2 		$2K Buy
29
+6
+26% +$377 ﹤0.01% 1186
2015
Q1 		$2K Buy
23
+22
+2,200% +$1.55K ﹤0.01% 1014
2014
Q4 		$0 Buy
+1
New +$59 ﹤0.01% 875

Other funds holding MUSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wealthfront's MUSA Position: Q4 2015 in Review

Wealthfront sold out of Murphy USA (MUSA) in Q4 2015, closing a stake of 259 shares — an estimated $14K sold.

Wealthfront first reported a position in MUSA in Q4 2014 and held it in 4 quarters. The position peaked at $14K in Q3 2015. 266 funds tracked by Wall St. Rank hold MUSA as of Q4 2015.

  • Wealthfront reported no remaining Murphy USA position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 259 Murphy USA shares in Q4 2015, an estimated $14K.
  • Wealthfront first reported a position in Murphy USA in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Murphy USA position peaked at $14K in Q3 2015.
  • 266 funds tracked by Wall St. Rank held Murphy USA as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.