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Winifred I. Li’s Murphy USA MUSA Stock Holding History

Winifred I. Li’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
Q4 		$30K Hold
434
– – 0.03% 337
2014
Q3 		$23K Hold
434
– – 0.02% 349
2014
Q2 		$21K Hold
434
– – 0.02% 344
2014
Q1 		$18K Hold
434
– – 0.02% 344
2013
Q4 		$18K Hold
434
– – 0.02% 336
2013
Q3 		$18K Buy
+434
New +$17.4K 0.02% 338

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Winifred I. Li's MUSA Position: Q4 2014 in Review

Winifred I. Li held its Murphy USA (MUSA) position steady in Q4 2014 at 434 shares worth $30K. The position accounts for 0.03% of the portfolio, ranked #337.

Winifred I. Li first reported a position in MUSA in Q3 2013 and has held it in 6 quarters since. 278 funds tracked by Wall St. Rank hold MUSA as of Q4 2014.

  • Winifred I. Li held 434 shares of Murphy USA worth $30K as of Q4 2014.
  • Winifred I. Li left its Murphy USA share count unchanged in Q4 2014.
  • Murphy USA made up 0.03% of Winifred I. Li's portfolio in Q4 2014, its #337 holding.
  • Winifred I. Li first reported a position in Murphy USA in Q3 2013 and has held it in 6 quarters since.
  • 278 funds tracked by Wall St. Rank held Murphy USA as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.