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Wright Investors Service’s Murphy USA MUSA Stock Holding History

Wright Investors Service’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
2016
Q2 		– Sell
-9,760
Closed -$600K – 228
2016
Q1 		$600K Buy
9,760
+210
+2% +$12.9K 0.24% 136
2015
Q4 		$580K Buy
9,550
+190
+2% +$11.4K 0.21% 160
2015
Q3 		$514K Buy
9,360
+2,395
+34% +$127K 0.23% 130
2015
Q2 		$389K Hold
6,965
– – 0.19% 150
2015
Q1 		$504K Buy
+6,965
New +$489K 0.24% 133

Other funds holding MUSA

Vanguard Group
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wright Investors Service's MUSA Position: Q2 2016 in Review

Wright Investors Service sold out of Murphy USA (MUSA) in Q2 2016, closing a stake of 9,760 shares — an estimated $600K sold.

Wright Investors Service first reported a position in MUSA in Q1 2015 and held it in 5 quarters. The position peaked at $600K in Q1 2016. 287 funds tracked by Wall St. Rank hold MUSA as of Q2 2016.

  • Wright Investors Service reported no remaining Murphy USA position as of Q2 2016 after selling out during the quarter.
  • Wright Investors Service sold 9,760 Murphy USA shares in Q2 2016, an estimated $600K.
  • Wright Investors Service first reported a position in Murphy USA in Q1 2015 and held it in 5 quarters.
  • Wright Investors Service's Murphy USA position peaked at $600K in Q1 2016.
  • 287 funds tracked by Wall St. Rank held Murphy USA as of Q2 2016.

Based on Wright Investors Service's 13F filing for Q2 2016, filed 1 Aug 2016.