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Tiedemann Trust’s Phillips 66 PSX Stock Holding History

Tiedemann Trust’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-5,107
Closed -$393 – 88
2014
Q1 		$393 Hold
5,107
– – 0.04% 74
2013
Q4 		$393K Sell
5,107
-409
-7% -$27.3K 0.06% 61
2013
Q3 		$318K Sell
5,516
-50
-0.9% -$2.9K 0.05% 52
2013
Q2 		$327K Buy
+5,566
New +$350K 0.05% 87

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tiedemann Trust's PSX Position: Q2 2014 in Review

Tiedemann Trust sold out of Phillips 66 (PSX) in Q2 2014, closing a stake of 5,107 shares — an estimated $393 sold.

Tiedemann Trust first reported a position in PSX in Q2 2013 and held it in 4 quarters. The position peaked at $393K in Q4 2013. 1,039 funds tracked by Wall St. Rank hold PSX as of Q2 2014.

  • Tiedemann Trust reported no remaining Phillips 66 position as of Q2 2014 after selling out during the quarter.
  • Tiedemann Trust sold 5,107 Phillips 66 shares in Q2 2014, an estimated $393.
  • Tiedemann Trust first reported a position in Phillips 66 in Q2 2013 and held it in 4 quarters.
  • Tiedemann Trust's Phillips 66 position peaked at $393K in Q4 2013.
  • 1,039 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2014.

Based on Tiedemann Trust's 13F filing for Q2 2014, filed 31 Jul 2014.