Ameriprise
PSXP

Ameriprise’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Ameriprise’s Portfolio PSXP Stock Details PSXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,243
Closed -$223K – 3845
2019
Q2 		$223K Buy
+5,243
New +$262K ﹤0.01% 3565
2019
Q1 		– Sell
-1,559
Closed -$66K – 3876
2018
Q4 		$66K Hold
1,559
– – ﹤0.01% 3563
2018
Q3 		$80K Buy
+1,559
New +$81.4K ﹤0.01% 3638
2017
Q4 		– Sell
-6,054
Closed -$318K – 3833
2017
Q3 		$318K Sell
6,054
-78
-1% -$3.81K ﹤0.01% 3366
2017
Q2 		$303K Sell
6,132
-53
-0.9% -$2.69K ﹤0.01% 3416
2017
Q1 		$317K Sell
6,185
-213
-3% -$11.4K ﹤0.01% 3322
2016
Q4 		$312K Buy
6,398
+1,047
+20% +$48.2K ﹤0.01% 3474
2016
Q3 		$260K Buy
5,351
+436
+9% +$22.1K ﹤0.01% 3469
2016
Q2 		$274K Buy
4,915
+301
+7% +$16.9K ﹤0.01% 3424
2016
Q1 		$288K Buy
+4,614
New +$269K ﹤0.01% 3382
2014
Q1 		– Sell
-91
Closed -$3K – 5634
2013
Q4 		$3K Buy
+91
New +$3K ﹤0.01% 4827

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return