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IFP Advisors’s PhenixFIN PFX Stock Holding History

IFP Advisors’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
2018
Q4 		– Sell
-25
Closed -$2K – 3782
2018
Q3 		$2K Hold
25
– – ﹤0.01% 3565
2018
Q2 		$2K Sell
25
-219
-90% -$16.7K ﹤0.01% 3613
2018
Q1 		$25K Hold
244
– – ﹤0.01% 2248
2017
Q4 		$25K Sell
244
-406
-62% -$46.3K ﹤0.01% 2277
2017
Q3 		$78K Hold
650
– – ﹤0.01% 1703
2017
Q2 		$83K Sell
650
-241
-27% -$32.8K ﹤0.01% 1640
2017
Q1 		$137K Sell
891
-100
-10% -$15.3K 0.01% 1317
2016
Q4 		$149K Sell
991
-511
-34% -$78K 0.01% 1203
2016
Q3 		$229K Buy
1,502
+674
+81% +$100K 0.01% 942
2016
Q2 		$111K Buy
+828
New +$110K 0.01% 1265
2016
Q1 		– Sell
-767
Closed -$115K – 3121
2015
Q4 		$115K Buy
+767
New +$117K 0.01% 1105

Other funds holding PFX

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
FCG
FrontFour Capital Group Greenwich, Connecticut $26.5M AUM 17.69% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

IFP Advisors's PFX Position: Q4 2018 in Review

IFP Advisors sold out of PhenixFIN (PFX) in Q4 2018, closing a stake of 25 shares — an estimated $2K sold.

IFP Advisors first reported a position in PFX in Q4 2015 and held it in 11 quarters. The position peaked at $229K in Q3 2016. 60 funds tracked by Wall St. Rank hold PFX as of Q4 2018.

  • IFP Advisors reported no remaining PhenixFIN position as of Q4 2018 after selling out during the quarter.
  • IFP Advisors sold 25 PhenixFIN shares in Q4 2018, an estimated $2K.
  • IFP Advisors first reported a position in PhenixFIN in Q4 2015 and held it in 11 quarters.
  • IFP Advisors's PhenixFIN position peaked at $229K in Q3 2016.
  • 60 funds tracked by Wall St. Rank held PhenixFIN as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.