YorkBridge Wealth Partners’s Murphy Oil MUR Stock Holding History

YorkBridge Wealth Partners’s Portfolio MUR Stock Details MUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-104	Closed	-$4K	–	813
2018 Q2	$4K	Hold	104	–	–	﹤0.01%	707
2018 Q1	$3K	Hold	104	–	–	﹤0.01%	736
2017 Q4	$3K	Hold	104	–	–	﹤0.01%	765
2017 Q3	$3K	Sell	104 -1,475	-93%	-$37K	﹤0.01%	746
2017 Q2	$41K	Hold	1,579	–	–	0.02%	394
2017 Q1	$41K	Buy	1,579 +1,475	+1,418%	+$42.5K	0.02%	392
2016 Q4	$3K	Buy	+104	New	+$3.15K	﹤0.01%	722

Other funds holding MUR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

YorkBridge Wealth Partners's MUR Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Murphy Oil (MUR) in Q3 2018, closing a stake of 104 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in MUR in Q4 2016 and held it in 7 quarters. The position peaked at $41K in Q2 2017. 334 funds tracked by Wall St. Rank hold MUR as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Murphy Oil position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 104 Murphy Oil shares in Q3 2018, an estimated $4K.
YorkBridge Wealth Partners first reported a position in Murphy Oil in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's Murphy Oil position peaked at $41K in Q2 2017.
334 funds tracked by Wall St. Rank held Murphy Oil as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.