MIFH
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Migdal Insurance & Financial Holdings’s Phillips 66 PSX Stock Holding History

Migdal Insurance & Financial Holdings’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
2018
Q1 		– Sell
-301
Closed -$30K – 757
2017
Q4 		$30K Buy
301
+86
+40% +$8.18K ﹤0.01% 454
2017
Q3 		$20K Buy
+215
New +$18.2K ﹤0.01% 502

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Migdal Insurance & Financial Holdings's PSX Position: Q1 2018 in Review

Migdal Insurance & Financial Holdings sold out of Phillips 66 (PSX) in Q1 2018, closing a stake of 301 shares — an estimated $30K sold.

Migdal Insurance & Financial Holdings first reported a position in PSX in Q3 2017 and held it in 2 quarters. The position peaked at $30K in Q4 2017. 1,282 funds tracked by Wall St. Rank hold PSX as of Q1 2018.

  • Migdal Insurance & Financial Holdings reported no remaining Phillips 66 position as of Q1 2018 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 301 Phillips 66 shares in Q1 2018, an estimated $30K.
  • Migdal Insurance & Financial Holdings first reported a position in Phillips 66 in Q3 2017 and held it in 2 quarters.
  • Migdal Insurance & Financial Holdings's Phillips 66 position peaked at $30K in Q4 2017.
  • 1,282 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2018.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2018, filed 2 May 2018.