AI
PHX

Analytic Investors’s PHX Minerals PHX Stock Holding History

Analytic Investors’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
2014
Q4 		– Sell
-12,390
Closed -$370K – 596
2014
Q3 		$370K Buy
+12,390
New +$381K 0.01% 496

Other funds holding PHX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Analytic Investors's PHX Position: Q4 2014 in Review

Analytic Investors sold out of PHX Minerals (PHX) in Q4 2014, closing a stake of 12,390 shares — an estimated $370K sold.

Analytic Investors first reported a position in PHX in Q3 2014 and held it in 1 quarter. The position peaked at $370K in Q3 2014. 83 funds tracked by Wall St. Rank hold PHX as of Q4 2014.

  • Analytic Investors reported no remaining PHX Minerals position as of Q4 2014 after selling out during the quarter.
  • Analytic Investors sold 12,390 PHX Minerals shares in Q4 2014, an estimated $370K.
  • Analytic Investors first reported a position in PHX Minerals in Q3 2014 and held it in 1 quarter.
  • Analytic Investors's PHX Minerals position peaked at $370K in Q3 2014.
  • 83 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2014.

Based on Analytic Investors's 13F filing for Q4 2014, filed 9 Feb 2015.