GWS
PSXP

Glassman Wealth Services’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Glassman Wealth Services’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
-162
Closed -$8K – 763
2016
Q4 		$8K Buy
+162
New +$7.46K 0.01% 403

Other funds holding PSXP

Tortoise Capital Advisors
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 $2.79B AUM 24.88% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Center Coast Capital Advisors
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
Energy Income Partners
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

Glassman Wealth Services's PSXP Position: Q1 2017 in Review

Glassman Wealth Services sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2017, closing a stake of 162 shares — an estimated $8K sold.

Glassman Wealth Services first reported a position in PSXP in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 152 funds tracked by Wall St. Rank hold PSXP as of Q1 2017.

  • Glassman Wealth Services reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 162 PHILLIPS 66 PARTNERS LP shares in Q1 2017, an estimated $8K.
  • Glassman Wealth Services first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2016 and held it in 1 quarter.
  • Glassman Wealth Services's PHILLIPS 66 PARTNERS LP position peaked at $8K in Q4 2016.
  • 152 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2017.

Based on Glassman Wealth Services's 13F filing for Q1 2017, filed 11 May 2017.