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Fiera Capital’s Phillips 66 PSX Stock Holding History

Fiera Capital’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
2013
Q3 		$281K Sell
4,865
-200
-4% -$11.6K 0.02% 131
2013
Q2 		$298K Buy
+5,065
New +$318K 0.02% 123

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiera Capital's PSX Position: Q3 2013 in Review

Fiera Capital reduced its Phillips 66 (PSX) stake by 3.9% in Q3 2013, selling an estimated $11.6K and leaving 4,865 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #131.

Fiera Capital first reported a position in PSX in Q2 2013 and has held it in 2 quarters since. The position peaked at $298K in Q2 2013. 910 funds tracked by Wall St. Rank hold PSX as of Q3 2013.

  • Fiera Capital held 4,865 shares of Phillips 66 worth $281K as of Q3 2013.
  • Fiera Capital sold 200 Phillips 66 shares in Q3 2013, an estimated $11.6K.
  • Phillips 66 made up 0.02% of Fiera Capital's portfolio in Q3 2013, its #131 holding.
  • Fiera Capital first reported a position in Phillips 66 in Q2 2013 and has held it in 2 quarters since.
  • Fiera Capital's Phillips 66 position peaked at $298K in Q2 2013.
  • 910 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2013.

Based on Fiera Capital's 13F filing for Q3 2013, filed 14 Nov 2013.