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Wealthspire Advisors (Maryland)’s Murphy USA MUSA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-387
Closed -$33K – 1433
2019
Q1 		$33K Sell
387
-25
-6% -$1.98K ﹤0.01% 1068
2018
Q4 		$32K Buy
412
+286
+227% +$22.6K ﹤0.01% 1029
2018
Q3 		$11K Sell
126
-2
-2% -$165 ﹤0.01% 1486
2018
Q2 		$10K Sell
128
-18
-12% -$1.24K ﹤0.01% 1545
2018
Q1 		$11K Sell
146
-199
-58% -$15.5K ﹤0.01% 1531
2017
Q4 		$28K Buy
345
+44
+15% +$3.32K ﹤0.01% 1223
2017
Q3 		$21K Hold
301
– – ﹤0.01% 1288
2017
Q2 		$22K Buy
301
+32
+12% +$2.24K ﹤0.01% 1236
2017
Q1 		$20K Buy
269
+29
+12% +$1.91K ﹤0.01% 1081
2016
Q4 		$15K Sell
240
-100
-29% -$6.73K ﹤0.01% 1102
2016
Q3 		$24K Buy
340
+28
+9% +$2.09K ﹤0.01% 1004
2016
Q2 		$23K Buy
312
+198
+174% +$12.9K ﹤0.01% 956
2016
Q1 		$7K Buy
114
+6
+6% +$369 ﹤0.01% 1258
2015
Q4 		$7K Buy
+108
New +$6.46K ﹤0.01% 1275

Other funds holding MUSA

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Murphy USA (MUSA) in Q2 2019, closing a stake of 387 shares — an estimated $33K sold.

Wealthspire Advisors (Maryland) first reported a position in MUSA in Q4 2015 and held it in 14 quarters. The position peaked at $33K in Q1 2019. 263 funds tracked by Wall St. Rank hold MUSA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Murphy USA position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 387 Murphy USA shares in Q2 2019, an estimated $33K.
  • Wealthspire Advisors (Maryland) first reported a position in Murphy USA in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Murphy USA position peaked at $33K in Q1 2019.
  • 263 funds tracked by Wall St. Rank held Murphy USA as of Q2 2019.

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