RNS
PSXP

Robert N. Shapiro’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Robert N. Shapiro’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
Q4 		$45K Hold
655
– – 0.01% 477
2014
Q3 		$44K Sell
655
-385
-37% -$27.1K 0.01% 502
2014
Q2 		$79K Hold
1,040
– – 0.02% 403
2014
Q1 		$51K Buy
1,040
+365
+54% +$15.5K 0.01% 460
2013
Q4 		$26K Hold
675
– – ﹤0.01% 567
2013
Q3 		$21K Buy
+675
New +$21.2K ﹤0.01% 784

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Robert N. Shapiro's PSXP Position: Q4 2014 in Review

Robert N. Shapiro held its PHILLIPS 66 PARTNERS LP (PSXP) position steady in Q4 2014 at 655 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #477.

Robert N. Shapiro first reported a position in PSXP in Q3 2013 and has held it in 6 quarters since. The position peaked at $79K in Q2 2014. 83 funds tracked by Wall St. Rank hold PSXP as of Q4 2014.

  • Robert N. Shapiro held 655 shares of PHILLIPS 66 PARTNERS LP worth $45K as of Q4 2014.
  • Robert N. Shapiro left its PHILLIPS 66 PARTNERS LP share count unchanged in Q4 2014.
  • PHILLIPS 66 PARTNERS LP made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #477 holding.
  • Robert N. Shapiro first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2013 and has held it in 6 quarters since.
  • Robert N. Shapiro's PHILLIPS 66 PARTNERS LP position peaked at $79K in Q2 2014.
  • 83 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.