DCM
PHX

Delpha Capital Management’s PHX Minerals PHX Stock Holding History

Delpha Capital Management’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
2018
Q1 		– Sell
-128
Closed -$3K – 921
2017
Q4 		$3K Buy
+128
New +$2.86K ﹤0.01% 1429

Other funds holding PHX

TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 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 $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
APFBOT
Amica Pension Fund Board of Trustees Providence, Rhode Island $644M AUM 4.55% 1-Year Est. Return

Delpha Capital Management's PHX Position: Q1 2018 in Review

Delpha Capital Management sold out of PHX Minerals (PHX) in Q1 2018, closing a stake of 128 shares — an estimated $3K sold.

Delpha Capital Management first reported a position in PHX in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 73 funds tracked by Wall St. Rank hold PHX as of Q1 2018.

  • Delpha Capital Management reported no remaining PHX Minerals position as of Q1 2018 after selling out during the quarter.
  • Delpha Capital Management sold 128 PHX Minerals shares in Q1 2018, an estimated $3K.
  • Delpha Capital Management first reported a position in PHX Minerals in Q4 2017 and held it in 1 quarter.
  • Delpha Capital Management's PHX Minerals position peaked at $3K in Q4 2017.
  • 73 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.