Canada Life
PHX

Canada Life’s PHX Minerals PHX Stock Holding History

Canada Life’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
Q3 		– Sell
-117
Closed – – 2670
2020
Q2 		$0 Sell
117
-8
-6% -$30 ﹤0.01% 2794
2020
Q1 		$0 Sell
125
-1
-0.8% -$7 ﹤0.01% 2761
2019
Q4 		$1K Buy
+126
New +$1.65K ﹤0.01% 2740
2019
Q3 		– Sell
-148
Closed -$2K – 1955
2019
Q2 		$2K Buy
148
+15
+11% +$215 ﹤0.01% 2709
2019
Q1 		$2K Hold
133
– – ﹤0.01% 2476
2018
Q4 		$2K Sell
133
-15
-10% -$254 ﹤0.01% 2669
2018
Q3 		$3K Hold
148
– – ﹤0.01% 2609
2018
Q2 		$3K Hold
148
– – ﹤0.01% 2620
2018
Q1 		$3K Buy
+148
New +$2.93K ﹤0.01% 2606

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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

Canada Life's PHX Position: Q3 2020 in Review

Canada Life sold out of PHX Minerals (PHX) in Q3 2020, closing a stake of 117 shares.

Canada Life first reported a position in PHX in Q1 2018 and held it in 9 quarters. The position peaked at $3K in Q3 2018. 46 funds tracked by Wall St. Rank hold PHX as of Q3 2020.

  • Canada Life reported no remaining PHX Minerals position as of Q3 2020 after selling out during the quarter.
  • Canada Life sold 117 PHX Minerals shares in Q3 2020.
  • Canada Life first reported a position in PHX Minerals in Q1 2018 and held it in 9 quarters.
  • Canada Life's PHX Minerals position peaked at $3K in Q3 2018.
  • 46 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2020.

Based on Canada Life's 13F filing for Q3 2020, filed 13 Nov 2020.