Lindbrook Capital’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Lindbrook Capital’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
2020 Q3	–	Sell	-1,240	Closed	-$45K	–	1919
2020 Q2	$45K	Buy	1,240 +80	+7%	+$3.33K	0.01%	385
2020 Q1	$42K	Sell	1,160 -80	-6%	-$4.25K	0.02%	367
2019 Q4	$76K	Hold	1,240	–	–	0.03%	314
2019 Q3	$70K	Hold	1,240	–	–	0.03%	316
2019 Q2	$61K	Buy	1,240 +400	+48%	+$20K	0.02%	354
2019 Q1	$43K	Buy	840 +20	+2%	+$1K	0.02%	464
2018 Q4	$34K	Buy	+820	New	+$39.8K	0.02%	462

Other funds holding PSXP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Lindbrook Capital's PSXP Position: Q3 2020 in Review

Lindbrook Capital sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2020, closing a stake of 1,240 shares — an estimated $45K sold.

Lindbrook Capital first reported a position in PSXP in Q4 2018 and held it in 7 quarters. The position peaked at $76K in Q4 2019. 147 funds tracked by Wall St. Rank hold PSXP as of Q3 2020.

Lindbrook Capital reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2020 after selling out during the quarter.
Lindbrook Capital sold 1,240 PHILLIPS 66 PARTNERS LP shares in Q3 2020, an estimated $45K.
Lindbrook Capital first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2018 and held it in 7 quarters.
Lindbrook Capital's PHILLIPS 66 PARTNERS LP position peaked at $76K in Q4 2019.
147 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2020.

Based on Lindbrook Capital's 13F filing for Q3 2020, filed 3 Nov 2020.