IT
PFX

Investors Trust’s PHOENIX COMPANIES INC 7.45% PFD PFX Stock Holding History

Investors Trust’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
2014
Q1 		– Sell
-10,000
Closed -$222K – 101
2013
Q4 		$222K Buy
+10,000
New +$228K 0.17% 90

Other funds holding PFX

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Investors Trust's PFX Position: Q1 2014 in Review

Investors Trust sold out of PHOENIX COMPANIES INC 7.45% PFD (PFX) in Q1 2014, closing a stake of 10,000 shares — an estimated $222K sold.

Investors Trust first reported a position in PFX in Q4 2013 and held it in 1 quarter. The position peaked at $222K in Q4 2013. 2 funds tracked by Wall St. Rank hold PFX as of Q1 2014.

  • Investors Trust reported no remaining PHOENIX COMPANIES INC 7.45% PFD position as of Q1 2014 after selling out during the quarter.
  • Investors Trust sold 10,000 PHOENIX COMPANIES INC 7.45% PFD shares in Q1 2014, an estimated $222K.
  • Investors Trust first reported a position in PHOENIX COMPANIES INC 7.45% PFD in Q4 2013 and held it in 1 quarter.
  • Investors Trust's PHOENIX COMPANIES INC 7.45% PFD position peaked at $222K in Q4 2013.
  • 2 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC 7.45% PFD as of Q1 2014.

Based on Investors Trust's 13F filing for Q1 2014, filed 15 May 2014.