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WFG Advisors’s Murphy USA MUSA Stock Holding History

WFG Advisors’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
Q2 		$7K Buy
+100
New +$7K ﹤0.01% 1222
2016
Q3 		– Sell
-1
Closed – – 1649
2016
Q2 		$0 Hold
1
– – ﹤0.01% 1646
2016
Q1 		$0 Hold
1
– – ﹤0.01% 1628
2015
Q4 		$0 Buy
+1
New +$60 ﹤0.01% 1637
2014
Q1 		– Sell
-100
Closed -$4K – 2142
2013
Q4 		$4K Sell
100
-217
-68% -$9.21K ﹤0.01% 1805
2013
Q3 		$13K Buy
+317
New +$12.7K ﹤0.01% 1437

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

WFG Advisors's MUSA Position: Q2 2017 in Review

WFG Advisors opened a new position in Murphy USA (MUSA) in Q2 2017: 100 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1222 among its holdings. This is a return to the name: WFG Advisors previously reported a position in MUSA as recently as Q2 2016.

WFG Advisors first reported a position in MUSA in Q3 2013 and has held it in 6 quarters since. The position peaked at $13K in Q3 2013. 267 funds tracked by Wall St. Rank hold MUSA as of Q2 2017.

  • WFG Advisors held 100 shares of Murphy USA worth $7K as of Q2 2017.
  • Murphy USA was a new WFG Advisors position in Q2 2017.
  • Murphy USA made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1222 holding.
  • WFG Advisors first reported a position in Murphy USA in Q3 2013 and has held it in 6 quarters since.
  • WFG Advisors's Murphy USA position peaked at $13K in Q3 2013.
  • 267 funds tracked by Wall St. Rank held Murphy USA as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.