JFGLC
PSXP

Johnson Financial Group LLC (Colorado)’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Johnson Financial Group LLC (Colorado)’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
2018
Q1 		– Sell
-4,210
Closed -$220K – 93
2017
Q4 		$220K Buy
4,210
+81
+2% +$4.03K 0.17% 71
2017
Q3 		$217K Buy
+4,129
New +$201K 0.18% 64

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s PSXP Position: Q1 2018 in Review

Johnson Financial Group LLC (Colorado) sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2018, closing a stake of 4,210 shares — an estimated $220K sold.

Johnson Financial Group LLC (Colorado) first reported a position in PSXP in Q3 2017 and held it in 2 quarters. The position peaked at $220K in Q4 2017. 156 funds tracked by Wall St. Rank hold PSXP as of Q1 2018.

  • Johnson Financial Group LLC (Colorado) reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2018 after selling out during the quarter.
  • Johnson Financial Group LLC (Colorado) sold 4,210 PHILLIPS 66 PARTNERS LP shares in Q1 2018, an estimated $220K.
  • Johnson Financial Group LLC (Colorado) first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2017 and held it in 2 quarters.
  • Johnson Financial Group LLC (Colorado)'s PHILLIPS 66 PARTNERS LP position peaked at $220K in Q4 2017.
  • 156 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2018.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2018, filed 15 May 2018.