SMC
PSXP

Smith, Moore & Co’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Smith, Moore & Co’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
2018
Q3 		– Sell
-5,810
Closed -$297K – 366
2018
Q2 		$297K Buy
5,810
+107
+2% +$5.42K 0.07% 243
2018
Q1 		$273K Buy
+5,703
New +$293K 0.07% 243

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Smith, Moore & Co's PSXP Position: Q3 2018 in Review

Smith, Moore & Co sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2018, closing a stake of 5,810 shares — an estimated $297K sold.

Smith, Moore & Co first reported a position in PSXP in Q1 2018 and held it in 2 quarters. The position peaked at $297K in Q2 2018. 160 funds tracked by Wall St. Rank hold PSXP as of Q3 2018.

  • Smith, Moore & Co reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2018 after selling out during the quarter.
  • Smith, Moore & Co sold 5,810 PHILLIPS 66 PARTNERS LP shares in Q3 2018, an estimated $297K.
  • Smith, Moore & Co first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2018 and held it in 2 quarters.
  • Smith, Moore & Co's PHILLIPS 66 PARTNERS LP position peaked at $297K in Q2 2018.
  • 160 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2018.

Based on Smith, Moore & Co's 13F filing for Q3 2018, filed 15 Nov 2018.