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Ayalon Insurance Company’s Phillips 66 PSX Stock Holding History

Ayalon Insurance Company’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-20
Closed -$2K – 123
2015
Q4 		$2K Hold
20
– – ﹤0.01% 130
2015
Q3 		$2K Sell
20
-225
-92% -$17.9K ﹤0.01% 133
2015
Q2 		$20K Hold
245
– – 0.01% 137
2015
Q1 		$19K Buy
+245
New +$18K 0.01% 143

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ayalon Insurance Company's PSX Position: Q1 2016 in Review

Ayalon Insurance Company sold out of Phillips 66 (PSX) in Q1 2016, closing a stake of 20 shares — an estimated $2K sold.

Ayalon Insurance Company first reported a position in PSX in Q1 2015 and held it in 4 quarters. The position peaked at $20K in Q2 2015. 1,123 funds tracked by Wall St. Rank hold PSX as of Q1 2016.

  • Ayalon Insurance Company reported no remaining Phillips 66 position as of Q1 2016 after selling out during the quarter.
  • Ayalon Insurance Company sold 20 Phillips 66 shares in Q1 2016, an estimated $2K.
  • Ayalon Insurance Company first reported a position in Phillips 66 in Q1 2015 and held it in 4 quarters.
  • Ayalon Insurance Company's Phillips 66 position peaked at $20K in Q2 2015.
  • 1,123 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2016.

Based on Ayalon Insurance Company's 13F filing for Q1 2016, filed 5 May 2016.