HI
PFX icon

Hudock Inc’s PhenixFIN PFX Stock Holding History

Hudock Inc’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
Q3 		– Sell
-16
Closed -$2K – 664
2017
Q2 		$2K Buy
16
+1
+7% +$136 ﹤0.01% 531
2017
Q1 		$2K Sell
15
-17
-53% -$2.6K ﹤0.01% 506
2016
Q4 		$4K Sell
32
-8
-20% -$1.22K ﹤0.01% 464
2016
Q3 		$6K Buy
40
+10
+33% +$1.48K ﹤0.01% 439
2016
Q2 		$3K Buy
30
+2
+7% +$265 ﹤0.01% 507
2016
Q1 		$3K Buy
28
+1
+4% +$128 ﹤0.01% 507
2015
Q4 		$4K Buy
27
+1
+4% +$152 ﹤0.01% 458
2015
Q3 		$3K Buy
26
+1
+4% +$170 ﹤0.01% 494
2015
Q2 		$4K Hold
25
– – ﹤0.01% 487
2015
Q1 		$5K Buy
25
+5
+25% +$930 ﹤0.01% 491
2014
Q4 		$4K Hold
20
– – ﹤0.01% 457
2014
Q3 		$5K Hold
20
– – ﹤0.01% 453
2014
Q2 		$5K Buy
20
+5
+33% +$1.28K 0.01% 478
2014
Q1 		$4K Buy
+15
New +$4.19K ﹤0.01% 466

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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Hudock Inc's PFX Position: Q3 2017 in Review

Hudock Inc sold out of PhenixFIN (PFX) in Q3 2017, closing a stake of 16 shares — an estimated $2K sold.

Hudock Inc first reported a position in PFX in Q1 2014 and held it in 14 quarters. The position peaked at $6K in Q3 2016. 91 funds tracked by Wall St. Rank hold PFX as of Q3 2017.

  • Hudock Inc reported no remaining PhenixFIN position as of Q3 2017 after selling out during the quarter.
  • Hudock Inc sold 16 PhenixFIN shares in Q3 2017, an estimated $2K.
  • Hudock Inc first reported a position in PhenixFIN in Q1 2014 and held it in 14 quarters.
  • Hudock Inc's PhenixFIN position peaked at $6K in Q3 2016.
  • 91 funds tracked by Wall St. Rank held PhenixFIN as of Q3 2017.

Based on Hudock Inc's 13F filing for Q3 2017, filed 27 Oct 2017.