Apriem Advisors’s PHX Minerals PHX Stock Holding History

Apriem Advisors’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
2016 Q3	–	Sell	-130	Closed	-$2K	–	630
2016 Q2	$2K	Buy	+130	New	+$2.18K	﹤0.01%	538

Other funds holding PHX

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Apriem Advisors's PHX Position: Q3 2016 in Review

Apriem Advisors sold out of PHX Minerals (PHX) in Q3 2016, closing a stake of 130 shares — an estimated $2K sold.

Apriem Advisors first reported a position in PHX in Q2 2016 and held it in 1 quarter. The position peaked at $2K in Q2 2016. 74 funds tracked by Wall St. Rank hold PHX as of Q3 2016.

Apriem Advisors reported no remaining PHX Minerals position as of Q3 2016 after selling out during the quarter.
Apriem Advisors sold 130 PHX Minerals shares in Q3 2016, an estimated $2K.
Apriem Advisors first reported a position in PHX Minerals in Q2 2016 and held it in 1 quarter.
Apriem Advisors's PHX Minerals position peaked at $2K in Q2 2016.
74 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2016.

Based on Apriem Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.