BFEC
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Benjamin F. Edwards & Company’s PhenixFIN PFX Stock Holding History

Benjamin F. Edwards & Company’s Portfolio PFX Stock Details PFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-53
Closed -$8K – 1172
2015
Q4 		$8K Buy
+53
New +$8.08K ﹤0.01% 885

Other funds holding PFX

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Benjamin F. Edwards & Company's PFX Position: Q1 2016 in Review

Benjamin F. Edwards & Company sold out of PhenixFIN (PFX) in Q1 2016, closing a stake of 53 shares — an estimated $8K sold.

Benjamin F. Edwards & Company first reported a position in PFX in Q4 2015 and held it in 1 quarter. The position peaked at $8K in Q4 2015. 87 funds tracked by Wall St. Rank hold PFX as of Q1 2016.

  • Benjamin F. Edwards & Company reported no remaining PhenixFIN position as of Q1 2016 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 53 PhenixFIN shares in Q1 2016, an estimated $8K.
  • Benjamin F. Edwards & Company first reported a position in PhenixFIN in Q4 2015 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's PhenixFIN position peaked at $8K in Q4 2015.
  • 87 funds tracked by Wall St. Rank held PhenixFIN as of Q1 2016.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2016, filed 13 Apr 2016.