CA
PSXP

Cumberland Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Cumberland Advisors’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
2017
Q1 		– Sell
-240
Closed -$12K – 55
2016
Q4 		$12K Hold
240
– – 0.01% 52
2016
Q3 		$12K Hold
240
– – 0.01% 51
2016
Q2 		$13K Buy
240
+60
+33% +$3.37K 0.01% 47
2016
Q1 		$11K Hold
180
– – 0.01% 46
2015
Q4 		$11K Buy
+180
New +$10.4K 0.01% 52

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Cumberland Advisors's PSXP Position: Q1 2017 in Review

Cumberland Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2017, closing a stake of 240 shares — an estimated $12K sold.

Cumberland Advisors first reported a position in PSXP in Q4 2015 and held it in 5 quarters. The position peaked at $13K in Q2 2016. 152 funds tracked by Wall St. Rank hold PSXP as of Q1 2017.

  • Cumberland Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2017 after selling out during the quarter.
  • Cumberland Advisors sold 240 PHILLIPS 66 PARTNERS LP shares in Q1 2017, an estimated $12K.
  • Cumberland Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2015 and held it in 5 quarters.
  • Cumberland Advisors's PHILLIPS 66 PARTNERS LP position peaked at $13K in Q2 2016.
  • 152 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2017.

Based on Cumberland Advisors's 13F filing for Q1 2017, filed 4 Apr 2017.