Creative Planning
PHX

Creative Planning’s PHX Minerals PHX Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-2,500
Closed -$58K – 3199
2017
Q2 		$58K Sell
2,500
-347
-12% -$7.06K ﹤0.01% 2406
2017
Q1 		$55K Buy
2,847
+347
+14% +$7.13K ﹤0.01% 2412
2016
Q4 		$59K Buy
+2,500
New +$53.2K ﹤0.01% 2263
2015
Q2 		– Sell
-400
Closed -$8K – 2473
2015
Q1 		$8K Buy
+400
New +$8.33K ﹤0.01% 3319

Other funds holding PHX

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's PHX Position: Q3 2017 in Review

Creative Planning sold out of PHX Minerals (PHX) in Q3 2017, closing a stake of 2,500 shares — an estimated $58K sold.

Creative Planning first reported a position in PHX in Q1 2015 and held it in 4 quarters. The position peaked at $59K in Q4 2016. 76 funds tracked by Wall St. Rank hold PHX as of Q3 2017.

  • Creative Planning reported no remaining PHX Minerals position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,500 PHX Minerals shares in Q3 2017, an estimated $58K.
  • Creative Planning first reported a position in PHX Minerals in Q1 2015 and held it in 4 quarters.
  • Creative Planning's PHX Minerals position peaked at $59K in Q4 2016.
  • 76 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.