Ironwood Investment Counsel’s PHX Minerals PHX Stock Holding History

Ironwood Investment Counsel’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
2017 Q3	–	Sell	-15,000	Closed	-$288K	–	160
2017 Q2	$288K	Hold	15,000	–	–	0.11%	128
2017 Q1	$288K	Hold	15,000	–	–	0.12%	126
2016 Q4	$353K	Hold	15,000	–	–	0.16%	112
2016 Q3	$263K	Hold	15,000	–	–	0.12%	131
2016 Q2	$250K	Hold	15,000	–	–	0.15%	111
2016 Q1	$259K	Hold	15,000	–	–	0.14%	120
2015 Q4	$242K	Hold	15,000	–	–	0.14%	117
2015 Q3	$242K	Hold	15,000	–	–	0.13%	117
2015 Q2	$310K	Hold	15,000	–	–	0.16%	111
2015 Q1	$300K	Hold	15,000	–	–	0.15%	115
2014 Q4	$349K	Hold	15,000	–	–	0.18%	101
2014 Q3	$448K	Hold	15,000	–	–	0.24%	88
2014 Q2	$420K	Hold	15,000	–	–	0.22%	91
2014 Q1	$327K	Hold	15,000	–	–	0.18%	102
2013 Q4	$251K	Hold	15,000	–	–	0.14%	113
2013 Q3	$212K	Hold	15,000	–	–	0.14%	99
2013 Q2	$225K	Buy	+15,000	New	+$215K	0.15%	98

Other funds holding PHX

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Robotti Robert $620M AUM 55.18% 1-Year Est. Return

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

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ironwood Investment Counsel's PHX Position: Q3 2017 in Review

Ironwood Investment Counsel sold out of PHX Minerals (PHX) in Q3 2017, closing a stake of 15,000 shares — an estimated $288K sold.

Ironwood Investment Counsel first reported a position in PHX in Q2 2013 and held it in 17 quarters. The position peaked at $448K in Q3 2014. 76 funds tracked by Wall St. Rank hold PHX as of Q3 2017.

Ironwood Investment Counsel reported no remaining PHX Minerals position as of Q3 2017 after selling out during the quarter.
Ironwood Investment Counsel sold 15,000 PHX Minerals shares in Q3 2017, an estimated $288K.
Ironwood Investment Counsel first reported a position in PHX Minerals in Q2 2013 and held it in 17 quarters.
Ironwood Investment Counsel's PHX Minerals position peaked at $448K in Q3 2014.
76 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2017.

Based on Ironwood Investment Counsel's 13F filing for Q3 2017, filed 30 Oct 2017.