FNBT
PSXP

FineMark National Bank & Trust’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

FineMark National Bank & Trust’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
2017
Q1 		– Sell
-765
Closed -$37K – 1260
2016
Q4 		$37K Hold
765
– – ﹤0.01% 695
2016
Q3 		$37K Sell
765
-315
-29% -$16K ﹤0.01% 678
2016
Q2 		$60K Buy
+1,080
New +$60.6K 0.01% 547

Other funds holding PSXP

TCA
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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

FineMark National Bank & Trust's PSXP Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2017, closing a stake of 765 shares — an estimated $37K sold.

FineMark National Bank & Trust first reported a position in PSXP in Q2 2016 and held it in 3 quarters. The position peaked at $60K in Q2 2016. 152 funds tracked by Wall St. Rank hold PSXP as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 765 PHILLIPS 66 PARTNERS LP shares in Q1 2017, an estimated $37K.
  • FineMark National Bank & Trust first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2016 and held it in 3 quarters.
  • FineMark National Bank & Trust's PHILLIPS 66 PARTNERS LP position peaked at $60K in Q2 2016.
  • 152 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.