Advisory Research’s PhenixFIN PFX Stock Holding History

Advisory Research’s Portfolio PFX Stock Details PFX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell
2017 Q4	$1.03M	Sell
2017 Q3	$3.55M	Buy
2017 Q2	$3.48M	Buy
2017 Q1	$3.28M	Buy
2016 Q4	$1.76M	Buy
2016 Q3	$751K	Buy
2014 Q2	–	Sell
2014 Q1	$758K	Sell
2013 Q4	$1.44M	Buy