GRP
PHX

Global Retirement Partners’s PHX Minerals PHX Stock Holding History

Global Retirement Partners’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
2019
Q2 		– Sell
-307
Closed -$5K – 1677
2019
Q1 		$5K Hold
307
– – ﹤0.01% 1246
2018
Q4 		$5K Hold
307
– – ﹤0.01% 1173
2018
Q3 		$6K Hold
307
– – ﹤0.01% 1191
2018
Q2 		$6K Hold
307
– – ﹤0.01% 1166
2018
Q1 		$6K Hold
307
– – ﹤0.01% 1119
2017
Q4 		$6K Buy
307
+1
+0.3% +$22 ﹤0.01% 1075
2017
Q3 		$7K Hold
306
– – ﹤0.01% 938
2017
Q2 		$7K Buy
306
+1
+0.3% +$20 ﹤0.01% 870
2017
Q1 		$6K Hold
305
– – ﹤0.01% 880
2016
Q4 		$7K Buy
+305
New +$6.49K ﹤0.01% 785

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Global Retirement Partners's PHX Position: Q2 2019 in Review

Global Retirement Partners sold out of PHX Minerals (PHX) in Q2 2019, closing a stake of 307 shares — an estimated $5K sold.

Global Retirement Partners first reported a position in PHX in Q4 2016 and held it in 10 quarters. The position peaked at $7K in Q3 2017. 66 funds tracked by Wall St. Rank hold PHX as of Q2 2019.

  • Global Retirement Partners reported no remaining PHX Minerals position as of Q2 2019 after selling out during the quarter.
  • Global Retirement Partners sold 307 PHX Minerals shares in Q2 2019, an estimated $5K.
  • Global Retirement Partners first reported a position in PHX Minerals in Q4 2016 and held it in 10 quarters.
  • Global Retirement Partners's PHX Minerals position peaked at $7K in Q3 2017.
  • 66 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2019.

Based on Global Retirement Partners's 13F filing for Q2 2019, filed 19 Nov 2019.