GGPS
PNX

Gary Goldberg Planning Services’s PHOENIX COMPANIES INC. NEW PNX Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$0 Hold
5
– – ﹤0.01% 519
2014
Q3 		$0 Hold
5
– – ﹤0.01% 489
2014
Q2 		$0 Hold
5
– – ﹤0.01% 504
2014
Q1 		$0 Buy
+5
New +$254 ﹤0.01% 487

Other funds holding PNX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TAM
Toscafund Asset Management London, United Kingdom $15.6M AUM 12.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
SG
Standard General New York $336M AUM 16.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Gary Goldberg Planning Services's PNX Position: Q4 2014 in Review

Gary Goldberg Planning Services held its PHOENIX COMPANIES INC. NEW (PNX) position steady in Q4 2014 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Gary Goldberg Planning Services first reported a position in PNX in Q1 2014 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold PNX as of Q4 2014.

  • Gary Goldberg Planning Services held 5 shares of PHOENIX COMPANIES INC. NEW worth $0 as of Q4 2014.
  • Gary Goldberg Planning Services left its PHOENIX COMPANIES INC. NEW share count unchanged in Q4 2014.
  • PHOENIX COMPANIES INC. NEW made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #519 holding.
  • Gary Goldberg Planning Services first reported a position in PHOENIX COMPANIES INC. NEW in Q1 2014 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC. NEW as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.