LTFS
PNX

Ladenburg Thalmann Financial Services’s PHOENIX COMPANIES INC. NEW PNX Stock Holding History

Ladenburg Thalmann Financial Services’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
2013
Q4 		– Sell
-8
Closed – – 4042
2013
Q3 		$0 Hold
8
– – ﹤0.01% 3996
2013
Q2 		$0 Buy
+8
New +$288 ﹤0.01% 3784

Other funds holding PNX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Toscafund Asset Management London, United Kingdom $15.6M AUM 12.56% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
HH
Harbinger Holdings New York $6.22M AUM 14.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
SG
Standard General New York $336M AUM 16.52% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PNX Position: Q4 2013 in Review

Ladenburg Thalmann Financial Services sold out of PHOENIX COMPANIES INC. NEW (PNX) in Q4 2013, closing a stake of 8 shares.

Ladenburg Thalmann Financial Services first reported a position in PNX in Q2 2013 and held it in 2 quarters. The position peaked at $0 in Q3 2013. 81 funds tracked by Wall St. Rank hold PNX as of Q4 2013.

  • Ladenburg Thalmann Financial Services reported no remaining PHOENIX COMPANIES INC. NEW position as of Q4 2013 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 8 PHOENIX COMPANIES INC. NEW shares in Q4 2013.
  • Ladenburg Thalmann Financial Services first reported a position in PHOENIX COMPANIES INC. NEW in Q2 2013 and held it in 2 quarters.
  • Ladenburg Thalmann Financial Services's PHOENIX COMPANIES INC. NEW position peaked at $0 in Q3 2013.
  • 81 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC. NEW as of Q4 2013.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2013, filed 14 Feb 2014.