Edge Asset Management
PSXP

Edge Asset Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Edge Asset Management’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
2016
Q2 		– Sell
-4,332
Closed -$271K – 282
2016
Q1 		$271K Sell
4,332
-916
-17% -$53.3K ﹤0.01% 270
2015
Q4 		$322K Buy
+5,248
New +$304K ﹤0.01% 275

Other funds holding PSXP

Tortoise Capital Advisors
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Center Coast Capital Advisors
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Natixis
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Edge Asset Management's PSXP Position: Q2 2016 in Review

Edge Asset Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q2 2016, closing a stake of 4,332 shares — an estimated $271K sold.

Edge Asset Management first reported a position in PSXP in Q4 2015 and held it in 2 quarters. The position peaked at $322K in Q4 2015. 132 funds tracked by Wall St. Rank hold PSXP as of Q2 2016.

  • Edge Asset Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q2 2016 after selling out during the quarter.
  • Edge Asset Management sold 4,332 PHILLIPS 66 PARTNERS LP shares in Q2 2016, an estimated $271K.
  • Edge Asset Management first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2015 and held it in 2 quarters.
  • Edge Asset Management's PHILLIPS 66 PARTNERS LP position peaked at $322K in Q4 2015.
  • 132 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q2 2016.

Based on Edge Asset Management's 13F filing for Q2 2016, filed 9 Aug 2016.