Winfield Associates’s Murphy USA MUSA Stock Holding History

Winfield 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
2018 Q1	–	Sell	-20	Closed	-$2K	–	447
2017 Q4	$2K	Hold	20	–	–	﹤0.01%	679
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	704
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	797
2017 Q1	$1K	Hold	20	–	–	﹤0.01%	682
2016 Q4	$1K	Hold	20	–	–	﹤0.01%	649
2016 Q3	$1K	Hold	20	–	–	﹤0.01%	629
2016 Q2	$1K	Hold	20	–	–	﹤0.01%	629
2016 Q1	$1K	Buy	+20	New	+$1.23K	﹤0.01%	606

Other funds holding MUSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Winfield Associates's MUSA Position: Q1 2018 in Review

Winfield Associates sold out of Murphy USA (MUSA) in Q1 2018, closing a stake of 20 shares — an estimated $2K sold.

Winfield Associates first reported a position in MUSA in Q1 2016 and held it in 8 quarters. The position peaked at $2K in Q4 2017. 273 funds tracked by Wall St. Rank hold MUSA as of Q1 2018.

Winfield Associates reported no remaining Murphy USA position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 20 Murphy USA shares in Q1 2018, an estimated $2K.
Winfield Associates first reported a position in Murphy USA in Q1 2016 and held it in 8 quarters.
Winfield Associates's Murphy USA position peaked at $2K in Q4 2017.
273 funds tracked by Wall St. Rank held Murphy USA as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.