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Edmond de Rothschild (Europe)’s Phillips 66 PSX Stock Holding History

Edmond de Rothschild (Europe)’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
Q3 		$53K Buy
655
+176
+37% +$13.7K 0.02% 167
2016
Q2 		$38K Buy
+479
New +$39.1K 0.02% 174

Other funds holding PSX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Edmond de Rothschild (Europe)'s PSX Position: Q3 2016 in Review

Edmond de Rothschild (Europe) increased its Phillips 66 (PSX) stake by 37% in Q3 2016, buying an estimated $13.7K and bringing the position to 655 shares worth $53K. The position accounts for 0.02% of the portfolio, ranked #167.

Edmond de Rothschild (Europe) first reported a position in PSX in Q2 2016 and has held it in 2 quarters since. 1,086 funds tracked by Wall St. Rank hold PSX as of Q3 2016.

  • Edmond de Rothschild (Europe) held 655 shares of Phillips 66 worth $53K as of Q3 2016.
  • Edmond de Rothschild (Europe) bought 176 Phillips 66 shares in Q3 2016, an estimated $13.7K.
  • Phillips 66 made up 0.02% of Edmond de Rothschild (Europe)'s portfolio in Q3 2016, its #167 holding.
  • Edmond de Rothschild (Europe) first reported a position in Phillips 66 in Q2 2016 and has held it in 2 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2016.

Based on Edmond de Rothschild (Europe)'s 13F filing for Q3 2016, filed 14 Nov 2016.