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Munder Capital Management’s Phillips 66 PSX Stock Holding History

Munder Capital Management’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
Q3 		$111K Sell
1,360
-625
-31% -$52K ﹤0.01% 591
2014
Q2 		$159K Sell
1,985
-5
-0.3% -$412 ﹤0.01% 572
2014
Q1 		$154K Hold
1,990
– – ﹤0.01% 570
2013
Q4 		$154K Buy
+1,990
New +$133K ﹤0.01% 572

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Munder Capital Management's PSX Position: Q3 2014 in Review

Munder Capital Management reduced its Phillips 66 (PSX) stake by 31% in Q3 2014, selling an estimated $52K and leaving 1,360 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Munder Capital Management first reported a position in PSX in Q4 2013 and has held it in 4 quarters since. The position peaked at $159K in Q2 2014. 1,027 funds tracked by Wall St. Rank hold PSX as of Q3 2014.

  • Munder Capital Management held 1,360 shares of Phillips 66 worth $111K as of Q3 2014.
  • Munder Capital Management sold 625 Phillips 66 shares in Q3 2014, an estimated $52K.
  • Phillips 66 made up ﹤0.01% of Munder Capital Management's portfolio in Q3 2014, its #591 holding.
  • Munder Capital Management first reported a position in Phillips 66 in Q4 2013 and has held it in 4 quarters since.
  • Munder Capital Management's Phillips 66 position peaked at $159K in Q2 2014.
  • 1,027 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2014.

Based on Munder Capital Management's 13F filing for Q3 2014, filed 31 Oct 2014.