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Westchester Capital Management (New York)’s Murphy USA MUSA Stock Holding History

Westchester Capital Management (New York)’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
2014
Q1 		– Sell
-38,450
Closed -$1.6M – 154
2013
Q4 		$1.6M Sell
38,450
-69,400
-64% -$2.94M 0.02% 132
2013
Q3 		$4.36M Buy
+107,850
New +$4.32M 0.08% 100

Other funds holding MUSA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Westchester Capital Management (New York)'s MUSA Position: Q1 2014 in Review

Westchester Capital Management (New York) sold out of Murphy USA (MUSA) in Q1 2014, closing a stake of 38,450 shares — an estimated $1.6M sold.

Westchester Capital Management (New York) first reported a position in MUSA in Q3 2013 and held it in 2 quarters. The position peaked at $4.36M in Q3 2013. 244 funds tracked by Wall St. Rank hold MUSA as of Q1 2014.

  • Westchester Capital Management (New York) reported no remaining Murphy USA position as of Q1 2014 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 38,450 Murphy USA shares in Q1 2014, an estimated $1.6M.
  • Westchester Capital Management (New York) first reported a position in Murphy USA in Q3 2013 and held it in 2 quarters.
  • Westchester Capital Management (New York)'s Murphy USA position peaked at $4.36M in Q3 2013.
  • 244 funds tracked by Wall St. Rank held Murphy USA as of Q1 2014.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2014, filed 15 May 2014.