CLOS
PHX

Compagnie Lombard Odier SCmA’s PHX Minerals PHX Stock Holding History

Compagnie Lombard Odier SCmA’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
2016
Q4 		– Sell
-2,000
Closed -$35K – 853
2016
Q3 		$35K Buy
+2,000
New +$33.8K ﹤0.01% 733
2015
Q2 		– Sell
-800
Closed -$16K – 908
2015
Q1 		$16K Hold
800
– – ﹤0.01% 881
2014
Q4 		$19K Hold
800
– – ﹤0.01% 697
2014
Q3 		$24K Buy
+800
New +$24.6K ﹤0.01% 782

Other funds holding PHX

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

Compagnie Lombard Odier SCmA's PHX Position: Q4 2016 in Review

Compagnie Lombard Odier SCmA sold out of PHX Minerals (PHX) in Q4 2016, closing a stake of 2,000 shares — an estimated $35K sold.

Compagnie Lombard Odier SCmA first reported a position in PHX in Q3 2014 and held it in 4 quarters. The position peaked at $35K in Q3 2016. 79 funds tracked by Wall St. Rank hold PHX as of Q4 2016.

  • Compagnie Lombard Odier SCmA reported no remaining PHX Minerals position as of Q4 2016 after selling out during the quarter.
  • Compagnie Lombard Odier SCmA sold 2,000 PHX Minerals shares in Q4 2016, an estimated $35K.
  • Compagnie Lombard Odier SCmA first reported a position in PHX Minerals in Q3 2014 and held it in 4 quarters.
  • Compagnie Lombard Odier SCmA's PHX Minerals position peaked at $35K in Q3 2016.
  • 79 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2016.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q4 2016, filed 14 Feb 2017.