CBOA
PNX

Commonwealth Bank of Australia’s PHOENIX COMPANIES INC. NEW PNX Stock Holding History

Commonwealth Bank of Australia’s Portfolio PNX Stock Details PNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-15,662
Closed -$811K – 1227
2014
Q1 		$811K Buy
+15,662
New +$794K 0.01% 881

Other funds holding PNX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TAM
Toscafund Asset Management London, United Kingdom $15.6M AUM 12.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
HH
Harbinger Holdings New York $6.22M AUM 14.75% 1-Year Est. Return
SG
Standard General New York $336M AUM 16.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

Commonwealth Bank of Australia's PNX Position: Q2 2014 in Review

Commonwealth Bank of Australia sold out of PHOENIX COMPANIES INC. NEW (PNX) in Q2 2014, closing a stake of 15,662 shares — an estimated $811K sold.

Commonwealth Bank of Australia first reported a position in PNX in Q1 2014 and held it in 1 quarter. The position peaked at $811K in Q1 2014. 77 funds tracked by Wall St. Rank hold PNX as of Q2 2014.

  • Commonwealth Bank of Australia reported no remaining PHOENIX COMPANIES INC. NEW position as of Q2 2014 after selling out during the quarter.
  • Commonwealth Bank of Australia sold 15,662 PHOENIX COMPANIES INC. NEW shares in Q2 2014, an estimated $811K.
  • Commonwealth Bank of Australia first reported a position in PHOENIX COMPANIES INC. NEW in Q1 2014 and held it in 1 quarter.
  • Commonwealth Bank of Australia's PHOENIX COMPANIES INC. NEW position peaked at $811K in Q1 2014.
  • 77 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC. NEW as of Q2 2014.

Based on Commonwealth Bank of Australia's 13F filing for Q2 2014, filed 11 Aug 2014.