Livforsakringsbolaget Skandia’s Phillips 66 PSX Stock Holding History

Livforsakringsbolaget Skandia’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
2017 Q1	–	Sell	-40,458	Closed	-$3.5K	–	700
2016 Q4	$3.5K	Sell	40,458 -24,253	-37%	-$2.02M	0.18%	120
2016 Q3	$2.57M	Buy	64,711 +3,253	+5%	+$253K	0.13%	219
2016 Q2	$4.88M	Sell	61,458 -7,200	-10%	-$588K	0.22%	99
2016 Q1	$5.95M	Sell	68,658 -2,900	-4%	-$236K	0.28%	77
2015 Q4	$5.85M	Buy	71,558 +5,300	+8%	+$457K	0.28%	77
2015 Q3	$5.09M	Hold	66,258	–	–	0.27%	77
2015 Q2	$5.34M	Hold	66,258	–	–	0.26%	85
2015 Q1	$5.21M	Sell	66,258 -12,900	-16%	-$947K	0.26%	87
2014 Q4	$5.67M	Sell	79,158 -18,200	-19%	-$1.34M	0.27%	84
2014 Q3	$7.92M	Hold	97,358	–	–	0.3%	72
2014 Q2	$7.83M	Sell	97,358 -7,269	-7%	-$599K	0.28%	78
2014 Q1	$8.06M	Buy	104,627 +83,408	+393%	+$6.35M	0.3%	73
2013 Q4	$1.64M	Hold	21,219	–	–	1.06%	23
2013 Q3	$1.23M	Hold	21,219	–	–	0.85%	34
2013 Q2	$1.25M	Buy	+21,219	New	+$1.33M	0.9%	30

Other funds holding PSX

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Livforsakringsbolaget Skandia's PSX Position: Q1 2017 in Review

Livforsakringsbolaget Skandia sold out of Phillips 66 (PSX) in Q1 2017, closing a stake of 40,458 shares — an estimated $3.5K sold.

Livforsakringsbolaget Skandia first reported a position in PSX in Q2 2013 and held it in 15 quarters. The position peaked at $8.06M in Q1 2014. 1,115 funds tracked by Wall St. Rank hold PSX as of Q1 2017.

Livforsakringsbolaget Skandia reported no remaining Phillips 66 position as of Q1 2017 after selling out during the quarter.
Livforsakringsbolaget Skandia sold 40,458 Phillips 66 shares in Q1 2017, an estimated $3.5K.
Livforsakringsbolaget Skandia first reported a position in Phillips 66 in Q2 2013 and held it in 15 quarters.
Livforsakringsbolaget Skandia's Phillips 66 position peaked at $8.06M in Q1 2014.
1,115 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2017.

Based on Livforsakringsbolaget Skandia's 13F filing for Q1 2017, filed 26 Apr 2017.