MI
PSXP

Montage Investments’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Montage Investments’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
2016
Q3 		$440K Buy
9,059
+3,032
+50% +$154K 0.24% 121
2016
Q2 		$337K Buy
+6,027
New +$338K 0.24% 132

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Montage Investments's PSXP Position: Q3 2016 in Review

Montage Investments increased its PHILLIPS 66 PARTNERS LP (PSXP) stake by 50% in Q3 2016, buying an estimated $154K and bringing the position to 9,059 shares worth $440K. The position accounts for 0.24% of the portfolio, ranked #121.

Montage Investments first reported a position in PSXP in Q2 2016 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold PSXP as of Q3 2016.

  • Montage Investments held 9,059 shares of PHILLIPS 66 PARTNERS LP worth $440K as of Q3 2016.
  • Montage Investments bought 3,032 PHILLIPS 66 PARTNERS LP shares in Q3 2016, an estimated $154K.
  • PHILLIPS 66 PARTNERS LP made up 0.24% of Montage Investments's portfolio in Q3 2016, its #121 holding.
  • Montage Investments first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2016 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.