Glassman Wealth Services’s PHX Minerals PHX Stock Holding History

Glassman Wealth Services’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
2020 Q2	–	Sell	-236	Closed	-$1K	–	1460
2020 Q1	$1K	Buy	+236	New	+$1.57K	﹤0.01%	956

Other funds holding PHX

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

Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return

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

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

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

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

DGI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Glassman Wealth Services's PHX Position: Q2 2020 in Review

Glassman Wealth Services sold out of PHX Minerals (PHX) in Q2 2020, closing a stake of 236 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in PHX in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 62 funds tracked by Wall St. Rank hold PHX as of Q2 2020.

Glassman Wealth Services reported no remaining PHX Minerals position as of Q2 2020 after selling out during the quarter.
Glassman Wealth Services sold 236 PHX Minerals shares in Q2 2020, an estimated $1K.
Glassman Wealth Services first reported a position in PHX Minerals in Q1 2020 and held it in 1 quarter.
Glassman Wealth Services's PHX Minerals position peaked at $1K in Q1 2020.
62 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2020.

Based on Glassman Wealth Services's 13F filing for Q2 2020, filed 6 Aug 2020.