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WealthTrust-Arizona’s Murphy USA MUSA Stock Holding History

WealthTrust-Arizona’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
Q3 		– Sell
-50
Closed -$3K – 618
2015
Q2 		$3K Hold
50
– – ﹤0.01% 545
2015
Q1 		$4K Sell
50
-200
-80% -$14.1K ﹤0.01% 532
2014
Q4 		$17K Hold
250
– – 0.01% 319
2014
Q3 		$13K Hold
250
– – 0.01% 371
2014
Q2 		$12K Buy
250
+200
+400% +$9.27K 0.01% 381
2014
Q1 		$2K Hold
50
– – ﹤0.01% 576
2013
Q4 		$2K Hold
50
– – ﹤0.01% 561
2013
Q3 		$2K Buy
+50
New +$2K ﹤0.01% 552

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WealthTrust-Arizona's MUSA Position: Q3 2015 in Review

WealthTrust-Arizona sold out of Murphy USA (MUSA) in Q3 2015, closing a stake of 50 shares — an estimated $3K sold.

WealthTrust-Arizona first reported a position in MUSA in Q3 2013 and held it in 8 quarters. The position peaked at $17K in Q4 2014. 262 funds tracked by Wall St. Rank hold MUSA as of Q3 2015.

  • WealthTrust-Arizona reported no remaining Murphy USA position as of Q3 2015 after selling out during the quarter.
  • WealthTrust-Arizona sold 50 Murphy USA shares in Q3 2015, an estimated $3K.
  • WealthTrust-Arizona first reported a position in Murphy USA in Q3 2013 and held it in 8 quarters.
  • WealthTrust-Arizona's Murphy USA position peaked at $17K in Q4 2014.
  • 262 funds tracked by Wall St. Rank held Murphy USA as of Q3 2015.

Based on WealthTrust-Arizona's 13F filing for Q3 2015, filed 28 Oct 2015.