IFAM
PBFX

Institutional & Family Asset Management’s PBF LOGISTICS LP PBFX Stock Holding History

Institutional & Family Asset Management’s Portfolio PBFX Stock Details PBFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-6,190
Closed -$114K – 893
2018
Q1 		$114K Sell
6,190
-8,060
-57% -$164K 0.02% 225
2017
Q4 		$299K Hold
14,250
– – 0.06% 140
2017
Q3 		$299K Buy
+14,250
New +$296K 0.06% 145

Other funds holding PBFX

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NC
NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return

Institutional & Family Asset Management's PBFX Position: Q2 2018 in Review

Institutional & Family Asset Management sold out of PBF LOGISTICS LP (PBFX) in Q2 2018, closing a stake of 6,190 shares — an estimated $114K sold.

Institutional & Family Asset Management first reported a position in PBFX in Q3 2017 and held it in 3 quarters. The position peaked at $299K in Q4 2017. 50 funds tracked by Wall St. Rank hold PBFX as of Q2 2018.

  • Institutional & Family Asset Management reported no remaining PBF LOGISTICS LP position as of Q2 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 6,190 PBF LOGISTICS LP shares in Q2 2018, an estimated $114K.
  • Institutional & Family Asset Management first reported a position in PBF LOGISTICS LP in Q3 2017 and held it in 3 quarters.
  • Institutional & Family Asset Management's PBF LOGISTICS LP position peaked at $299K in Q4 2017.
  • 50 funds tracked by Wall St. Rank held PBF LOGISTICS LP as of Q2 2018.

Based on Institutional & Family Asset Management's 13F filing for Q2 2018, filed 13 Aug 2018.