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Wealthspire Advisors (Maryland)’s Murphy Oil MUR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-654
Closed -$19K – 1432
2019
Q1 		$19K Buy
654
+31
+5% +$880 ﹤0.01% 1298
2018
Q4 		$15K Buy
623
+73
+13% +$2.24K ﹤0.01% 1323
2018
Q3 		$18K Hold
550
– – ﹤0.01% 1342
2018
Q2 		$19K Sell
550
-11
-2% -$339 ﹤0.01% 1329
2018
Q1 		$14K Sell
561
-235
-30% -$6.8K ﹤0.01% 1431
2017
Q4 		$25K Buy
796
+221
+38% +$6.15K ﹤0.01% 1257
2017
Q3 		$15K Sell
575
-330
-36% -$8.28K ﹤0.01% 1412
2017
Q2 		$23K Buy
905
+249
+38% +$6.5K ﹤0.01% 1216
2017
Q1 		$19K Buy
656
+273
+71% +$7.87K ﹤0.01% 1102
2016
Q4 		$12K Hold
383
– – ﹤0.01% 1168
2016
Q3 		$12K Sell
383
-10
-3% -$285 ﹤0.01% 1202
2016
Q2 		$12K Buy
393
+27
+7% +$817 ﹤0.01% 1163
2016
Q1 		$9K Sell
366
-63
-15% -$1.26K ﹤0.01% 1213
2015
Q4 		$10K Buy
+429
New +$11.6K ﹤0.01% 1196

Other funds holding MUR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MUR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Murphy Oil (MUR) in Q2 2019, closing a stake of 654 shares — an estimated $19K sold.

Wealthspire Advisors (Maryland) first reported a position in MUR in Q4 2015 and held it in 14 quarters. The position peaked at $25K in Q4 2017. 311 funds tracked by Wall St. Rank hold MUR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Murphy Oil position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 654 Murphy Oil shares in Q2 2019, an estimated $19K.
  • Wealthspire Advisors (Maryland) first reported a position in Murphy Oil in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Murphy Oil position peaked at $25K in Q4 2017.
  • 311 funds tracked by Wall St. Rank held Murphy Oil as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.