Denali Advisors’s PHX Minerals PHX Stock Holding History

Denali Advisors’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
2019 Q4	–	Sell	-142	Closed	-$2K	–	347
2019 Q3	$2K	Sell	142 -120	-46%	-$1.47K	﹤0.01%	270
2019 Q2	$3K	Buy	+262	New	+$3.75K	﹤0.01%	262

Other funds holding PHX

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Denali Advisors's PHX Position: Q4 2019 in Review

Denali Advisors sold out of PHX Minerals (PHX) in Q4 2019, closing a stake of 142 shares — an estimated $2K sold.

Denali Advisors first reported a position in PHX in Q2 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 63 funds tracked by Wall St. Rank hold PHX as of Q4 2019.

Denali Advisors reported no remaining PHX Minerals position as of Q4 2019 after selling out during the quarter.
Denali Advisors sold 142 PHX Minerals shares in Q4 2019, an estimated $2K.
Denali Advisors first reported a position in PHX Minerals in Q2 2019 and held it in 2 quarters.
Denali Advisors's PHX Minerals position peaked at $3K in Q2 2019.
63 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2019.

Based on Denali Advisors's 13F filing for Q4 2019, filed 30 Jan 2020.