Bruderman Asset Management’s PHOENIX COMPANIES INC. NEW PNX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-5
Closed 411
2016
Q1
$0 Buy
+5
New +$183 ﹤0.01% 426
2015
Q3
Sell
-5
Closed 468
2015
Q2
$0 Hold
5
﹤0.01% 472
2015
Q1
$0 Buy
+5
New +$301 ﹤0.01% 429

Bruderman Asset Management's PNX Position: Q2 2016 in Review

Bruderman Asset Management sold out of PHOENIX COMPANIES INC. NEW (PNX) in Q2 2016, closing a stake of 5 shares.

Bruderman Asset Management first reported a position in PNX in Q1 2015 and held it in 3 quarters. The position peaked at $0 in Q1 2016. 0 funds tracked by Wall St. Rank hold PNX as of Q2 2016.

  • Bruderman Asset Management reported no remaining PHOENIX COMPANIES INC. NEW position as of Q2 2016 after selling out during the quarter.
  • Bruderman Asset Management sold 5 PHOENIX COMPANIES INC. NEW shares in Q2 2016.
  • Bruderman Asset Management first reported a position in PHOENIX COMPANIES INC. NEW in Q1 2015 and held it in 3 quarters.
  • Bruderman Asset Management's PHOENIX COMPANIES INC. NEW position peaked at $0 in Q1 2016.
  • 0 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC. NEW as of Q2 2016.

Based on Bruderman Asset Management's 13F filing for Q2 2016, filed 9 Aug 2016.