IA
PHX

IFP Advisors’s PHX Minerals PHX Stock Holding History

IFP Advisors’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
2016
Q4 		– Sell
-1,790
Closed -$31K – 4089
2016
Q3 		$31K Hold
1,790
– – ﹤0.01% 2134
2016
Q2 		$30K Buy
+1,790
New +$30K ﹤0.01% 2076
2016
Q1 		– Sell
-1,790
Closed -$29K – 3131
2015
Q4 		$29K Buy
+1,790
New +$31.7K ﹤0.01% 1948

Other funds holding PHX

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

IFP Advisors's PHX Position: Q4 2016 in Review

IFP Advisors sold out of PHX Minerals (PHX) in Q4 2016, closing a stake of 1,790 shares — an estimated $31K sold.

IFP Advisors first reported a position in PHX in Q4 2015 and held it in 3 quarters. The position peaked at $31K in Q3 2016. 79 funds tracked by Wall St. Rank hold PHX as of Q4 2016.

  • IFP Advisors reported no remaining PHX Minerals position as of Q4 2016 after selling out during the quarter.
  • IFP Advisors sold 1,790 PHX Minerals shares in Q4 2016, an estimated $31K.
  • IFP Advisors first reported a position in PHX Minerals in Q4 2015 and held it in 3 quarters.
  • IFP Advisors's PHX Minerals position peaked at $31K in Q3 2016.
  • 79 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2016.

Based on IFP Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.