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 $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HFA

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SevenBridge Financial Group's PSXP Position: Q3 2019 in Review

SevenBridge Financial Group sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2019, closing a stake of 100 shares — an estimated $5K sold.

SevenBridge Financial Group first reported a position in PSXP in Q2 2016 and held it in 13 quarters. The position peaked at $50K in Q3 2018. 184 funds tracked by Wall St. Rank hold PSXP as of Q3 2019.

SevenBridge Financial Group reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 100 PHILLIPS 66 PARTNERS LP shares in Q3 2019, an estimated $5K.
SevenBridge Financial Group first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's PHILLIPS 66 PARTNERS LP position peaked at $50K in Q3 2018.
184 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.