National Penn Investors Trust’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

National Penn Investors Trust’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 Q1	$313K	Buy	+5,000	New	+$291K	0.04%	166

Other funds holding PSXP

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

National Penn Investors Trust's PSXP Position: Q1 2016 in Review

National Penn Investors Trust opened a new position in PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2016: 5,000 shares worth $313K. The stake represents 0.04% of the portfolio and ranks #166 among its holdings.

117 funds tracked by Wall St. Rank hold PSXP as of Q1 2016.

National Penn Investors Trust held 5,000 shares of PHILLIPS 66 PARTNERS LP worth $313K as of Q1 2016.
PHILLIPS 66 PARTNERS LP was a new National Penn Investors Trust position in Q1 2016.
PHILLIPS 66 PARTNERS LP made up 0.04% of National Penn Investors Trust's portfolio in Q1 2016, its #166 holding.
117 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.