AG
PBFX

Advisor Group’s PBF LOGISTICS LP PBFX Stock Holding History

Advisor Group’s Portfolio PBFX Stock Details PBFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$107K Buy
5,283
+3,561
+207% +$74.3K ﹤0.01% 2897
2019
Q3 		$36K Buy
1,722
+170
+11% +$3.57K ﹤0.01% 3616
2019
Q2 		$33K Buy
1,552
+342
+28% +$7.08K ﹤0.01% 3654
2019
Q1 		$25K Buy
1,210
+116
+11% +$2.51K ﹤0.01% 3872
2018
Q4 		$22K Buy
+1,094
New +$23.1K ﹤0.01% 3755
2018
Q1 		– Sell
-150
Closed -$3K – 5119
2017
Q4 		$3K Hold
150
– – ﹤0.01% 4607
2017
Q3 		$3K Hold
150
– – ﹤0.01% 4467
2017
Q2 		$3K Hold
150
– – ﹤0.01% 4447
2017
Q1 		$3K Hold
150
– – ﹤0.01% 4321
2016
Q4 		$3K Buy
+150
New +$2.83K ﹤0.01% 4155

Other funds holding PBFX

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Advisor Group's PBFX Position: Q4 2019 in Review

Advisor Group increased its PBF LOGISTICS LP (PBFX) stake by 207% in Q4 2019, buying an estimated $74.3K and bringing the position to 5,283 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #2897.

Advisor Group first reported a position in PBFX in Q4 2016 and has held it in 10 quarters since. 59 funds tracked by Wall St. Rank hold PBFX as of Q4 2019.

  • Advisor Group held 5,283 shares of PBF LOGISTICS LP worth $107K as of Q4 2019.
  • Advisor Group bought 3,561 PBF LOGISTICS LP shares in Q4 2019, an estimated $74.3K.
  • PBF LOGISTICS LP made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2897 holding.
  • Advisor Group first reported a position in PBF LOGISTICS LP in Q4 2016 and has held it in 10 quarters since.
  • 59 funds tracked by Wall St. Rank held PBF LOGISTICS LP as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.