Panagora Asset Management
PSXP

Panagora Asset Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Panagora Asset Management’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
2014
Q2 		– Sell
-37,110
Closed -$1.8M – 2500
2014
Q1 		$1.8M Sell
37,110
-1,324
-3% -$56.3K 0.01% 924
2013
Q4 		$1.46M Sell
38,434
-8,660
-18% -$286K 0.01% 1005
2013
Q3 		$1.45M Buy
+47,094
New +$1.48M 0.01% 949

Other funds holding PSXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Waddell & Reed Financial
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Panagora Asset Management's PSXP Position: Q2 2014 in Review

Panagora Asset Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q2 2014, closing a stake of 37,110 shares — an estimated $1.8M sold.

Panagora Asset Management first reported a position in PSXP in Q3 2013 and held it in 3 quarters. The position peaked at $1.8M in Q1 2014. 74 funds tracked by Wall St. Rank hold PSXP as of Q2 2014.

  • Panagora Asset Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q2 2014 after selling out during the quarter.
  • Panagora Asset Management sold 37,110 PHILLIPS 66 PARTNERS LP shares in Q2 2014, an estimated $1.8M.
  • Panagora Asset Management first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2013 and held it in 3 quarters.
  • Panagora Asset Management's PHILLIPS 66 PARTNERS LP position peaked at $1.8M in Q1 2014.
  • 74 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q2 2014.

Based on Panagora Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.