Eagle Global Advisors
PNX

Eagle Global Advisors’s PHOENIX COMPANIES INC. NEW PNX Stock Holding History

Eagle Global Advisors’s Portfolio PNX Stock Details PNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-4,020
Closed -$277K – 414
2014
Q4 		$277K Buy
+4,020
New +$245K 0.01% 270

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BC
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Vanguard Group
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BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GWI
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Eagle Global Advisors's PNX Position: Q1 2015 in Review

Eagle Global Advisors sold out of PHOENIX COMPANIES INC. NEW (PNX) in Q1 2015, closing a stake of 4,020 shares — an estimated $277K sold.

Eagle Global Advisors first reported a position in PNX in Q4 2014 and held it in 1 quarter. The position peaked at $277K in Q4 2014. 76 funds tracked by Wall St. Rank hold PNX as of Q1 2015.

  • Eagle Global Advisors reported no remaining PHOENIX COMPANIES INC. NEW position as of Q1 2015 after selling out during the quarter.
  • Eagle Global Advisors sold 4,020 PHOENIX COMPANIES INC. NEW shares in Q1 2015, an estimated $277K.
  • Eagle Global Advisors first reported a position in PHOENIX COMPANIES INC. NEW in Q4 2014 and held it in 1 quarter.
  • Eagle Global Advisors's PHOENIX COMPANIES INC. NEW position peaked at $277K in Q4 2014.
  • 76 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC. NEW as of Q1 2015.

Based on Eagle Global Advisors's 13F filing for Q1 2015, filed 15 May 2015.