SevenBridge Financial Group’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-100	Closed	-$5K	–	655
2019 Q2	$5K	Sell	100 -100	-50%	-$5.01K	﹤0.01%	532
2019 Q1	$10K	Hold	200	–	–	﹤0.01%	419
2018 Q4	$8K	Sell	200 -775	-79%	-$37.6K	﹤0.01%	403
2018 Q3	$50K	Buy	975 +775	+388%	+$40.4K	0.03%	233
2018 Q2	$10K	Hold	200	–	–	0.01%	431
2018 Q1	$10K	Hold	200	–	–	0.01%	433
2017 Q4	$10K	Hold	200	–	–	0.01%	441
2017 Q3	$11K	Hold	200	–	–	0.01%	443
2017 Q2	$10K	Hold	200	–	–	0.01%	462
2017 Q1	$11K	Sell	200 -200	-50%	-$10.7K	0.01%	429
2016 Q4	$19K	Hold	400	–	–	0.01%	379
2016 Q3	$19K	Hold	400	–	–	0.01%	375
2016 Q2	$22K	Buy	+400	New	+$22.5K	0.02%	402

Other funds holding PSXP

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

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

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

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

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

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

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

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return