EGA
PHX

Eagle Global Advisors’s PHX Minerals PHX Stock Holding History

Eagle Global 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
2014
Q3 		– Sell
-18,600
Closed -$521K – 361
2014
Q2 		$521K Hold
18,600
– – 0.01% 176
2014
Q1 		$406K Buy
+18,600
New +$361K 0.01% 178

Other funds holding PHX

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
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B 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

Eagle Global Advisors's PHX Position: Q3 2014 in Review

Eagle Global Advisors sold out of PHX Minerals (PHX) in Q3 2014, closing a stake of 18,600 shares — an estimated $521K sold.

Eagle Global Advisors first reported a position in PHX in Q1 2014 and held it in 2 quarters. The position peaked at $521K in Q2 2014. 87 funds tracked by Wall St. Rank hold PHX as of Q3 2014.

  • Eagle Global Advisors reported no remaining PHX Minerals position as of Q3 2014 after selling out during the quarter.
  • Eagle Global Advisors sold 18,600 PHX Minerals shares in Q3 2014, an estimated $521K.
  • Eagle Global Advisors first reported a position in PHX Minerals in Q1 2014 and held it in 2 quarters.
  • Eagle Global Advisors's PHX Minerals position peaked at $521K in Q2 2014.
  • 87 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2014.

Based on Eagle Global Advisors's 13F filing for Q3 2014, filed 10 Nov 2014.