BCA
PHX

Berman Capital Advisors’s PHX Minerals PHX Stock Holding History

Berman Capital 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
2020
Q4 		– Sell
-192
Closed – – 1789
2020
Q3 		$0 Hold
192
– – ﹤0.01% 1735
2020
Q2 		$0 Sell
192
-60
-24% -$224 ﹤0.01% 1769
2020
Q1 		$0 Buy
252
+149
+145% +$994 ﹤0.01% 1621
2019
Q4 		$1K Hold
103
– – ﹤0.01% 1369
2019
Q3 		$1K Buy
+103
New +$1.26K ﹤0.01% 1352

Other funds holding PHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's PHX Position: Q4 2020 in Review

Berman Capital Advisors sold out of PHX Minerals (PHX) in Q4 2020, closing a stake of 192 shares.

Berman Capital Advisors first reported a position in PHX in Q3 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 40 funds tracked by Wall St. Rank hold PHX as of Q4 2020.

  • Berman Capital Advisors reported no remaining PHX Minerals position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 192 PHX Minerals shares in Q4 2020.
  • Berman Capital Advisors first reported a position in PHX Minerals in Q3 2019 and held it in 5 quarters.
  • Berman Capital Advisors's PHX Minerals position peaked at $1K in Q4 2019.
  • 40 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.