Ameritas Investment Partners’s PHX Minerals PHX Stock Holding History

Ameritas Investment Partners’s Portfolio PHX Stock Details PHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,238	Closed	-$5K	–	3117
2020 Q1	$5K	Hold	1,238	–	–	﹤0.01%	2822
2019 Q4	$14K	Hold	1,238	–	–	﹤0.01%	2596
2019 Q3	$17K	Hold	1,238	–	–	﹤0.01%	2480
2019 Q2	$16K	Hold	1,238	–	–	﹤0.01%	2580
2019 Q1	$19K	Hold	1,238	–	–	﹤0.01%	2407
2018 Q4	$19K	Hold	1,238	–	–	﹤0.01%	2367
2018 Q3	$23K	Hold	1,238	–	–	﹤0.01%	2441
2018 Q2	$24K	Hold	1,238	–	–	﹤0.01%	2408
2018 Q1	$24K	Hold	1,238	–	–	﹤0.01%	2333
2017 Q4	$25K	Hold	1,238	–	–	﹤0.01%	2333
2017 Q3	$26K	Hold	1,238	–	–	﹤0.01%	2284
2017 Q2	$29K	Hold	1,238	–	–	﹤0.01%	2251
2017 Q1	$24K	Buy	+1,238	New	+$25.4K	﹤0.01%	2307

Other funds holding PHX

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Ameritas Investment Partners's PHX Position: Q2 2020 in Review

Ameritas Investment Partners sold out of PHX Minerals (PHX) in Q2 2020, closing a stake of 1,238 shares — an estimated $5K sold.

Ameritas Investment Partners first reported a position in PHX in Q1 2017 and held it in 13 quarters. The position peaked at $29K in Q2 2017. 62 funds tracked by Wall St. Rank hold PHX as of Q2 2020.

Ameritas Investment Partners reported no remaining PHX Minerals position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Partners sold 1,238 PHX Minerals shares in Q2 2020, an estimated $5K.
Ameritas Investment Partners first reported a position in PHX Minerals in Q1 2017 and held it in 13 quarters.
Ameritas Investment Partners's PHX Minerals position peaked at $29K in Q2 2017.
62 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2020.

Based on Ameritas Investment Partners's 13F filing for Q2 2020, filed 5 Aug 2020.