WWM
MUSA icon

Willingdon Wealth Management’s Murphy USA MUSA Stock Holding History

Willingdon Wealth Management’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
2018
Q3 		– Sell
-100
Closed -$7K – 416
2018
Q2 		$7K Hold
100
– – ﹤0.01% 281
2018
Q1 		$7K Sell
100
-34,542
-100% -$2.7M ﹤0.01% 286
2017
Q4 		$2.78M Buy
34,642
+999
+3% +$75.5K 0.91% 45
2017
Q3 		$2.32M Buy
33,643
+1,240
+4% +$86.3K 0.84% 51
2017
Q2 		$2.4M Buy
32,403
+948
+3% +$66.3K 0.95% 45
2017
Q1 		$2.31M Buy
+31,455
New +$2.07M 0.93% 40

Other funds holding MUSA

SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
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
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
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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Willingdon Wealth Management's MUSA Position: Q3 2018 in Review

Willingdon Wealth Management sold out of Murphy USA (MUSA) in Q3 2018, closing a stake of 100 shares — an estimated $7K sold.

Willingdon Wealth Management first reported a position in MUSA in Q1 2017 and held it in 6 quarters. The position peaked at $2.78M in Q4 2017. 286 funds tracked by Wall St. Rank hold MUSA as of Q3 2018.

  • Willingdon Wealth Management reported no remaining Murphy USA position as of Q3 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 100 Murphy USA shares in Q3 2018, an estimated $7K.
  • Willingdon Wealth Management first reported a position in Murphy USA in Q1 2017 and held it in 6 quarters.
  • Willingdon Wealth Management's Murphy USA position peaked at $2.78M in Q4 2017.
  • 286 funds tracked by Wall St. Rank held Murphy USA as of Q3 2018.

Based on Willingdon Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.