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Hillsdale Investment Management’s PhenixFIN PFX Stock Holding History

Hillsdale Investment Management’s Portfolio PFX Stock Details PFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-9,435
Closed -$1.45M – 514
2017
Q1 		$1.45M Buy
+9,435
New +$1.44M 0.29% 52

Other funds holding PFX

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hillsdale Investment Management's PFX Position: Q2 2017 in Review

Hillsdale Investment Management sold out of PhenixFIN (PFX) in Q2 2017, closing a stake of 9,435 shares — an estimated $1.45M sold.

Hillsdale Investment Management first reported a position in PFX in Q1 2017 and held it in 1 quarter. The position peaked at $1.45M in Q1 2017. 98 funds tracked by Wall St. Rank hold PFX as of Q2 2017.

  • Hillsdale Investment Management reported no remaining PhenixFIN position as of Q2 2017 after selling out during the quarter.
  • Hillsdale Investment Management sold 9,435 PhenixFIN shares in Q2 2017, an estimated $1.45M.
  • Hillsdale Investment Management first reported a position in PhenixFIN in Q1 2017 and held it in 1 quarter.
  • Hillsdale Investment Management's PhenixFIN position peaked at $1.45M in Q1 2017.
  • 98 funds tracked by Wall St. Rank held PhenixFIN as of Q2 2017.

Based on Hillsdale Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.