AMI
PHX

Amica Mutual Insurance’s PHX Minerals PHX Stock Holding History

Amica Mutual Insurance’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
2019
Q3 		– Sell
-79,548
Closed -$1.04M – 379
2019
Q2 		$1.04M Sell
79,548
-156,438
-66% -$2.24M 0.13% 203
2019
Q1 		$3.71M Hold
235,986
– – 0.46% 56
2018
Q4 		$3.66M Hold
235,986
– – 0.47% 48
2018
Q3 		$4.35M Buy
235,986
+27,268
+13% +$528K 0.45% 54
2018
Q2 		$3.99M Hold
208,718
– – 0.48% 53
2018
Q1 		$4.03M Sell
208,718
-65,040
-24% -$1.29M 0.5% 52
2017
Q4 		$5.63M Hold
273,758
– – 0.55% 48
2017
Q3 		$6.51M Buy
273,758
+31,529
+13% +$701K 0.58% 43
2017
Q2 		$5.59M Buy
242,229
+23,141
+11% +$471K 0.51% 48
2017
Q1 		$4.21M Hold
219,088
– – 0.38% 70
2016
Q4 		$5.16M Buy
219,088
+93,018
+74% +$1.98M 0.46% 54
2016
Q3 		$2.21M Buy
126,070
+40,818
+48% +$690K 0.21% 127
2016
Q2 		$1.42M Hold
85,252
– – 0.14% 199
2016
Q1 		$1.48M Buy
+85,252
New +$1.31M 0.14% 186
2015
Q1 		– Sell
-59,840
Closed -$1.39M – 382
2014
Q4 		$1.39M Buy
+59,840
New +$1.26M 0.11% 210
2014
Q3 		– Sell
-474,292
Closed -$13.3M – 387
2014
Q2 		$13.3M Sell
474,292
-164,098
-26% -$4.14M 1.05% 15
2014
Q1 		$13.9M Sell
638,390
-13,550
-2% -$263K 1.13% 17
2013
Q4 		$10.9M Hold
651,940
– – 0.88% 23
2013
Q3 		$9.22M Hold
651,940
– – 0.79% 32
2013
Q2 		$9.29M Buy
+651,940
New +$9.36M 0.81% 32

Other funds holding PHX

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amica Mutual Insurance's PHX Position: Q3 2019 in Review

Amica Mutual Insurance sold out of PHX Minerals (PHX) in Q3 2019, closing a stake of 79,548 shares — an estimated $1.04M sold.

Amica Mutual Insurance first reported a position in PHX in Q2 2013 and held it in 20 quarters. The position peaked at $13.9M in Q1 2014. 60 funds tracked by Wall St. Rank hold PHX as of Q3 2019.

  • Amica Mutual Insurance reported no remaining PHX Minerals position as of Q3 2019 after selling out during the quarter.
  • Amica Mutual Insurance sold 79,548 PHX Minerals shares in Q3 2019, an estimated $1.04M.
  • Amica Mutual Insurance first reported a position in PHX Minerals in Q2 2013 and held it in 20 quarters.
  • Amica Mutual Insurance's PHX Minerals position peaked at $13.9M in Q1 2014.
  • 60 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2019.

Based on Amica Mutual Insurance's 13F filing for Q3 2019, filed 12 Nov 2019.