GSC
PHX

Ground Swell Capital’s PHX Minerals PHX Stock Holding History

Ground Swell Capital’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
2014
Q3 		$6K Buy
+206
New +$6.34K 0.01% 1348

Other funds holding PHX

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
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B 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

Ground Swell Capital's PHX Position: Q3 2014 in Review

Ground Swell Capital opened a new position in PHX Minerals (PHX) in Q3 2014: 206 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #1348 among its holdings.

87 funds tracked by Wall St. Rank hold PHX as of Q3 2014.

  • Ground Swell Capital held 206 shares of PHX Minerals worth $6K as of Q3 2014.
  • PHX Minerals was a new Ground Swell Capital position in Q3 2014.
  • PHX Minerals made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1348 holding.
  • 87 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.