Ladenburg Thalmann Financial Services’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$357K	Sell	5,781 -98	-2%	-$5.53K	﹤0.01%	2081
2019 Q3	$333K	Buy	5,879 +950	+19%	+$50.9K	﹤0.01%	2086
2019 Q2	$243K	Hold	4,929	–	–	﹤0.01%	2334
2019 Q1	$258K	Hold	4,929	–	–	﹤0.01%	2205
2018 Q4	$207K	Hold	4,929	–	–	﹤0.01%	2225
2018 Q3	$252K	Buy	4,929 +759	+18%	+$39.6K	﹤0.01%	2129
2018 Q2	$200K	Hold	4,170	–	–	﹤0.01%	2233
2018 Q1	$200K	Buy	4,170 +3,655	+710%	+$188K	﹤0.01%	2233
2017 Q4	$27K	Hold	515	–	–	﹤0.01%	3614
2017 Q3	$27K	Hold	515	–	–	﹤0.01%	3520
2017 Q2	$26K	Sell	515 -300	-37%	-$15.2K	﹤0.01%	3457
2017 Q1	$42K	Buy	815 +800	+5,333%	+$42.7K	﹤0.01%	3049
2016 Q4	$1K	Buy	+15	New	+$691	﹤0.01%	4807
2016 Q3	–	Sell	-52	Closed	-$3K	–	5078
2016 Q2	$3K	Buy	+52	New	+$2.92K	﹤0.01%	4357
2015 Q2	–	Sell	-310	Closed	-$22K	–	4939
2015 Q1	$22K	Buy	310 +281	+969%	+$20.2K	﹤0.01%	3145
2014 Q4	$2K	Buy	+29	New	+$1.89K	﹤0.01%	4151

Other funds holding PSXP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PSXP Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its PHILLIPS 66 PARTNERS LP (PSXP) stake by 1.7% in Q4 2019, selling an estimated $5.53K and leaving 5,781 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Ladenburg Thalmann Financial Services first reported a position in PSXP in Q4 2014 and has held it in 16 quarters since. 192 funds tracked by Wall St. Rank hold PSXP as of Q4 2019.

Ladenburg Thalmann Financial Services held 5,781 shares of PHILLIPS 66 PARTNERS LP worth $357K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 98 PHILLIPS 66 PARTNERS LP shares in Q4 2019, an estimated $5.53K.
PHILLIPS 66 PARTNERS LP made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2081 holding.
Ladenburg Thalmann Financial Services first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2014 and has held it in 16 quarters since.
192 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.