IFP Advisors’s PHOENIX COMPANIES INC. NEW PNX Stock Holding History

IFP Advisors’s Portfolio PNX Stock Details PNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-4	Closed	–	–	4361
2015 Q4	$0	Buy	+4	New	+$139	﹤0.01%	3940

Other funds holding PNX

TAM

Toscafund Asset Management London, United Kingdom $15.6M AUM 12.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

SMC

S. Muoio & Co New York $75.7M AUM 42.51% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

IFP Advisors's PNX Position: Q1 2016 in Review

IFP Advisors sold out of PHOENIX COMPANIES INC. NEW (PNX) in Q1 2016, closing a stake of 4 shares.

IFP Advisors first reported a position in PNX in Q4 2015 and held it in 1 quarter. The position peaked at $0 in Q4 2015. 64 funds tracked by Wall St. Rank hold PNX as of Q1 2016.

IFP Advisors reported no remaining PHOENIX COMPANIES INC. NEW position as of Q1 2016 after selling out during the quarter.
IFP Advisors sold 4 PHOENIX COMPANIES INC. NEW shares in Q1 2016.
IFP Advisors first reported a position in PHOENIX COMPANIES INC. NEW in Q4 2015 and held it in 1 quarter.
IFP Advisors's PHOENIX COMPANIES INC. NEW position peaked at $0 in Q4 2015.
64 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC. NEW as of Q1 2016.

Based on IFP Advisors's 13F filing for Q1 2016, filed 2 May 2016.