United Capital Financial Advisors
PSXP

United Capital Financial Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

United Capital Financial Advisors’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
-6,365
Closed -$314K – 1556
2019
Q2 		$314K Buy
+6,365
New +$319K ﹤0.01% 1191

Other funds holding PSXP

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ALPS Advisors
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
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Energy Income Partners
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
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

United Capital Financial Advisors's PSXP Position: Q3 2019 in Review

United Capital Financial Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2019, closing a stake of 6,365 shares — an estimated $314K sold.

United Capital Financial Advisors first reported a position in PSXP in Q2 2019 and held it in 1 quarter. The position peaked at $314K in Q2 2019. 184 funds tracked by Wall St. Rank hold PSXP as of Q3 2019.

  • United Capital Financial Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,365 PHILLIPS 66 PARTNERS LP shares in Q3 2019, an estimated $314K.
  • United Capital Financial Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's PHILLIPS 66 PARTNERS LP position peaked at $314K in Q2 2019.
  • 184 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.