FCI
PHX

Financial Counselors Inc’s PHX Minerals PHX Stock Holding History

Financial Counselors Inc’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
Q4 		– Sell
-60,200
Closed -$1.43M – 492
2017
Q3 		$1.43M Hold
60,200
– – 0.07% 246
2017
Q2 		$1.39M Buy
+60,200
New +$1.22M 0.07% 252

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

Financial Counselors Inc's PHX Position: Q4 2017 in Review

Financial Counselors Inc sold out of PHX Minerals (PHX) in Q4 2017, closing a stake of 60,200 shares — an estimated $1.43M sold.

Financial Counselors Inc first reported a position in PHX in Q2 2017 and held it in 2 quarters. The position peaked at $1.43M in Q3 2017. 77 funds tracked by Wall St. Rank hold PHX as of Q4 2017.

  • Financial Counselors Inc reported no remaining PHX Minerals position as of Q4 2017 after selling out during the quarter.
  • Financial Counselors Inc sold 60,200 PHX Minerals shares in Q4 2017, an estimated $1.43M.
  • Financial Counselors Inc first reported a position in PHX Minerals in Q2 2017 and held it in 2 quarters.
  • Financial Counselors Inc's PHX Minerals position peaked at $1.43M in Q3 2017.
  • 77 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2017.

Based on Financial Counselors Inc's 13F filing for Q4 2017, filed 12 Feb 2018.