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HighVista Strategies’s Phillips 66 PSX Stock Holding History

HighVista Strategies’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
2014
Q4 		– Sell
-2,718
Closed -$221K – 183
2014
Q3 		$221K Buy
+2,718
New +$226K 0.03% 148
2014
Q2 		– Sell
-3,002
Closed -$249K – 168
2014
Q1 		$249K Buy
3,002
+303
+11% +$23.1K 0.03% 131
2013
Q4 		$208K Buy
+2,699
New +$180K 0.04% 134

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HighVista Strategies's PSX Position: Q4 2014 in Review

HighVista Strategies sold out of Phillips 66 (PSX) in Q4 2014, closing a stake of 2,718 shares — an estimated $221K sold.

HighVista Strategies first reported a position in PSX in Q4 2013 and held it in 3 quarters. The position peaked at $249K in Q1 2014. 1,039 funds tracked by Wall St. Rank hold PSX as of Q4 2014.

  • HighVista Strategies reported no remaining Phillips 66 position as of Q4 2014 after selling out during the quarter.
  • HighVista Strategies sold 2,718 Phillips 66 shares in Q4 2014, an estimated $221K.
  • HighVista Strategies first reported a position in Phillips 66 in Q4 2013 and held it in 3 quarters.
  • HighVista Strategies's Phillips 66 position peaked at $249K in Q1 2014.
  • 1,039 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2014.

Based on HighVista Strategies's 13F filing for Q4 2014, filed 17 Feb 2015.