SMFS
PSXP

Squar Milner Financial Services’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Squar Milner Financial Services’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
-690
Closed -$34K – 825
2019
Q2 		$34K Sell
690
-15
-2% -$751 0.02% 396
2019
Q1 		$36K Hold
705
– – 0.03% 362
2018
Q4 		$30K Sell
705
-25
-3% -$1.21K 0.03% 351
2018
Q3 		$37K Hold
730
– – 0.03% 343
2018
Q2 		$37K Buy
+730
New +$37K 0.03% 390

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
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
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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Squar Milner Financial Services's PSXP Position: Q3 2019 in Review

Squar Milner Financial Services sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2019, closing a stake of 690 shares — an estimated $34K sold.

Squar Milner Financial Services first reported a position in PSXP in Q2 2018 and held it in 5 quarters. The position peaked at $37K in Q3 2018. 184 funds tracked by Wall St. Rank hold PSXP as of Q3 2019.

  • Squar Milner Financial Services reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 690 PHILLIPS 66 PARTNERS LP shares in Q3 2019, an estimated $34K.
  • Squar Milner Financial Services first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's PHILLIPS 66 PARTNERS LP position peaked at $37K in Q3 2018.
  • 184 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.