Mitsubishi UFJ Morgan Stanley Securities’s Phillips 66 PSX Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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
2014 Q4	$39K	Buy	540 +500	+1,250%	+$36.9K	0.08%	66
2014 Q3	$3K	Sell	40 -550	-93%	-$45.8K	0.01%	245
2014 Q2	$47K	Buy	590 +290	+97%	+$23.9K	0.14%	49
2014 Q1	$23K	Sell	300 -670	-69%	-$51K	0.06%	115
2013 Q4	$72K	Buy	970 +420	+76%	+$28K	0.12%	32
2013 Q3	$32K	Buy	+550	New	+$31.9K	0.05%	117

Other funds holding PSX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Mitsubishi UFJ Morgan Stanley Securities's PSX Position: Q4 2014 in Review

Mitsubishi UFJ Morgan Stanley Securities increased its Phillips 66 (PSX) stake by 1,250% in Q4 2014, buying an estimated $36.9K and bringing the position to 540 shares worth $39K. The position accounts for 0.08% of the portfolio, ranked #66.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in PSX in Q3 2013 and has held it in 6 quarters since. The position peaked at $72K in Q4 2013. 1,039 funds tracked by Wall St. Rank hold PSX as of Q4 2014.

Mitsubishi UFJ Morgan Stanley Securities held 540 shares of Phillips 66 worth $39K as of Q4 2014.
Mitsubishi UFJ Morgan Stanley Securities bought 500 Phillips 66 shares in Q4 2014, an estimated $36.9K.
Phillips 66 made up 0.08% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q4 2014, its #66 holding.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Phillips 66 in Q3 2013 and has held it in 6 quarters since.
Mitsubishi UFJ Morgan Stanley Securities's Phillips 66 position peaked at $72K in Q4 2013.
1,039 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2014.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q4 2014, filed 17 Feb 2015.