EWM
PSXP

Elite Wealth Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Elite Wealth 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
2013
Q4 		– Sell
-200
Closed -$6K – 958
2013
Q3 		$6K Buy
+200
New +$6.29K 0.01% 338

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Elite Wealth Management's PSXP Position: Q4 2013 in Review

Elite Wealth Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2013, closing a stake of 200 shares — an estimated $6K sold.

Elite Wealth Management first reported a position in PSXP in Q3 2013 and held it in 1 quarter. The position peaked at $6K in Q3 2013. 61 funds tracked by Wall St. Rank hold PSXP as of Q4 2013.

  • Elite Wealth Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2013 after selling out during the quarter.
  • Elite Wealth Management sold 200 PHILLIPS 66 PARTNERS LP shares in Q4 2013, an estimated $6K.
  • Elite Wealth Management first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2013 and held it in 1 quarter.
  • Elite Wealth Management's PHILLIPS 66 PARTNERS LP position peaked at $6K in Q3 2013.
  • 61 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2013.

Based on Elite Wealth Management's 13F filing for Q4 2013, filed 23 Nov 2016.