Aperio Group’s PHX Minerals PHX Stock Holding History

Aperio Group’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	-1,197	Closed	-$16K	–	2636
2019 Q2	$16K	Buy	+1,197	New	+$17.1K	﹤0.01%	2722

Other funds holding PHX

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's PHX Position: Q3 2019 in Review

Aperio Group sold out of PHX Minerals (PHX) in Q3 2019, closing a stake of 1,197 shares — an estimated $16K sold.

Aperio Group first reported a position in PHX in Q2 2019 and held it in 1 quarter. The position peaked at $16K in Q2 2019. 60 funds tracked by Wall St. Rank hold PHX as of Q3 2019.

Aperio Group reported no remaining PHX Minerals position as of Q3 2019 after selling out during the quarter.
Aperio Group sold 1,197 PHX Minerals shares in Q3 2019, an estimated $16K.
Aperio Group first reported a position in PHX Minerals in Q2 2019 and held it in 1 quarter.
Aperio Group's PHX Minerals position peaked at $16K in Q2 2019.
60 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.