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Pacific Financial Group’s Phillips 66 PSX Stock Holding History

Pacific Financial Group’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
2015
Q1 		– Sell
-140
Closed -$10K – 154
2014
Q4 		$10K Buy
+140
New +$10.3K ﹤0.01% 158

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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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pacific Financial Group's PSX Position: Q1 2015 in Review

Pacific Financial Group sold out of Phillips 66 (PSX) in Q1 2015, closing a stake of 140 shares — an estimated $10K sold.

Pacific Financial Group first reported a position in PSX in Q4 2014 and held it in 1 quarter. The position peaked at $10K in Q4 2014. 1,063 funds tracked by Wall St. Rank hold PSX as of Q1 2015.

  • Pacific Financial Group reported no remaining Phillips 66 position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 140 Phillips 66 shares in Q1 2015, an estimated $10K.
  • Pacific Financial Group first reported a position in Phillips 66 in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Phillips 66 position peaked at $10K in Q4 2014.
  • 1,063 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.