Bloom Tree Partners’s Phillips 66 PSX Stock Holding History

Bloom Tree Partners’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 Q4	–	Sell	-421,075	Closed	-$34.2M	–	35
2014 Q3	$34.2M	Buy	+421,075	New	+$35.1M	4.49%	6

Other funds holding PSX

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Bloom Tree Partners's PSX Position: Q4 2014 in Review

Bloom Tree Partners sold out of Phillips 66 (PSX) in Q4 2014, closing a stake of 421,075 shares — an estimated $34.2M sold.

Bloom Tree Partners first reported a position in PSX in Q3 2014 and held it in 1 quarter. The position peaked at $34.2M in Q3 2014. 1,039 funds tracked by Wall St. Rank hold PSX as of Q4 2014.

Bloom Tree Partners reported no remaining Phillips 66 position as of Q4 2014 after selling out during the quarter.
Bloom Tree Partners sold 421,075 Phillips 66 shares in Q4 2014, an estimated $34.2M.
Bloom Tree Partners first reported a position in Phillips 66 in Q3 2014 and held it in 1 quarter.
Bloom Tree Partners's Phillips 66 position peaked at $34.2M in Q3 2014.
1,039 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2014.

Based on Bloom Tree Partners's 13F filing for Q4 2014, filed 13 Feb 2015.