FMII
PSXP

Farmers & Merchants Investments Inc’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Farmers & Merchants Investments Inc’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
2014
Q3 		– Sell
-207
Closed -$16K – 730
2014
Q2 		$16K Buy
207
+67
+48% +$4.02K ﹤0.01% 418
2014
Q1 		$7K Hold
140
– – ﹤0.01% 568
2013
Q4 		$5K Hold
140
– – ﹤0.01% 615
2013
Q3 		$4K Buy
+140
New +$4.4K ﹤0.01% 587

Other funds holding PSXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
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
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Farmers & Merchants Investments Inc's PSXP Position: Q3 2014 in Review

Farmers & Merchants Investments Inc sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2014, closing a stake of 207 shares — an estimated $16K sold.

Farmers & Merchants Investments Inc first reported a position in PSXP in Q3 2013 and held it in 4 quarters. The position peaked at $16K in Q2 2014. 80 funds tracked by Wall St. Rank hold PSXP as of Q3 2014.

  • Farmers & Merchants Investments Inc reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2014 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 207 PHILLIPS 66 PARTNERS LP shares in Q3 2014, an estimated $16K.
  • Farmers & Merchants Investments Inc first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2013 and held it in 4 quarters.
  • Farmers & Merchants Investments Inc's PHILLIPS 66 PARTNERS LP position peaked at $16K in Q2 2014.
  • 80 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2014.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2014, filed 24 Oct 2014.