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Weaver C. Barksdale & Associates’s Murphy USA MUSA Stock Holding History

Weaver C. Barksdale & Associates’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
2017
Q4 		$72K Sell
902
-40
-4% -$3.02K 0.08% 81
2017
Q3 		$65K Buy
942
+182
+24% +$12.7K 0.07% 79
2017
Q2 		$56K Buy
760
+33
+5% +$2.31K 0.07% 82
2017
Q1 		$53K Sell
727
-89
-11% -$5.87K 0.06% 84
2016
Q4 		$50K Buy
816
+173
+27% +$11.6K 0.08% 88
2016
Q3 		$46K Buy
643
+6
+0.9% +$448 0.08% 94
2016
Q2 		$47K Sell
637
-41
-6% -$2.67K 0.08% 82
2016
Q1 		$42K Sell
678
-139
-17% -$8.55K 0.03% 112
2015
Q4 		$50K Sell
817
-211
-21% -$12.6K 0.04% 107
2015
Q3 		$56K Sell
1,028
-61
-6% -$3.25K 0.05% 104
2015
Q2 		$61K Buy
1,089
+132
+14% +$8.29K 0.04% 103
2015
Q1 		$69K Sell
957
-213
-18% -$15K 0.05% 102
2014
Q4 		$81K Sell
1,170
-278
-19% -$16.5K 0.07% 98
2014
Q3 		$77K Sell
1,448
-141
-9% -$7.29K 0.06% 98
2014
Q2 		$78K Sell
1,589
-388
-20% -$18K 0.06% 101
2014
Q1 		$80K Buy
1,977
+91
+5% +$3.68K 0.07% 105
2013
Q4 		$78K Sell
1,886
-47
-2% -$1.99K 0.07% 114
2013
Q3 		$78K Buy
+1,933
New +$77.4K 0.07% 124

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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Weaver C. Barksdale & Associates's MUSA Position: Q4 2017 in Review

Weaver C. Barksdale & Associates reduced its Murphy USA (MUSA) stake by 4.2% in Q4 2017, selling an estimated $3.02K and leaving 902 shares worth $72K. The position accounts for 0.08% of the portfolio, ranked #81.

Weaver C. Barksdale & Associates first reported a position in MUSA in Q3 2013 and has held it in 18 quarters since. The position peaked at $81K in Q4 2014. 274 funds tracked by Wall St. Rank hold MUSA as of Q4 2017.

  • Weaver C. Barksdale & Associates held 902 shares of Murphy USA worth $72K as of Q4 2017.
  • Weaver C. Barksdale & Associates sold 40 Murphy USA shares in Q4 2017, an estimated $3.02K.
  • Murphy USA made up 0.08% of Weaver C. Barksdale & Associates's portfolio in Q4 2017, its #81 holding.
  • Weaver C. Barksdale & Associates first reported a position in Murphy USA in Q3 2013 and has held it in 18 quarters since.
  • Weaver C. Barksdale & Associates's Murphy USA position peaked at $81K in Q4 2014.
  • 274 funds tracked by Wall St. Rank held Murphy USA as of Q4 2017.

Based on Weaver C. Barksdale & Associates's 13F filing for Q4 2017, filed 10 Jan 2018.