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Bank of the West’s Phillips 66 PSX Stock Holding History

Bank of the West’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
2014
Q3 		– Sell
-2,632
Closed -$211K – 270
2014
Q2 		$211K Buy
+2,632
New +$217K 0.03% 245
2013
Q4 		– Sell
-3,550
Closed -$205K – 252
2013
Q3 		$205K Buy
+3,550
New +$206K 0.04% 224

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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

Bank of the West's PSX Position: Q3 2014 in Review

Bank of the West sold out of Phillips 66 (PSX) in Q3 2014, closing a stake of 2,632 shares — an estimated $211K sold.

Bank of the West first reported a position in PSX in Q3 2013 and held it in 2 quarters. The position peaked at $211K in Q2 2014. 1,028 funds tracked by Wall St. Rank hold PSX as of Q3 2014.

  • Bank of the West reported no remaining Phillips 66 position as of Q3 2014 after selling out during the quarter.
  • Bank of the West sold 2,632 Phillips 66 shares in Q3 2014, an estimated $211K.
  • Bank of the West first reported a position in Phillips 66 in Q3 2013 and held it in 2 quarters.
  • Bank of the West's Phillips 66 position peaked at $211K in Q2 2014.
  • 1,028 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2014.

Based on Bank of the West's 13F filing for Q3 2014, filed 28 Oct 2014.