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Legacy Financial Advisors’s PhenixFIN PFX Stock Holding History

Legacy Financial Advisors’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
2018
Q2 		– Sell
-10
Closed – – 953
2018
Q1 		$0 Hold
10
– – ﹤0.01% 883
2017
Q4 		$1K Buy
+10
New +$1.14K ﹤0.01% 784

Other funds holding PFX

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Legacy Financial Advisors's PFX Position: Q2 2018 in Review

Legacy Financial Advisors sold out of PhenixFIN (PFX) in Q2 2018, closing a stake of 10 shares.

Legacy Financial Advisors first reported a position in PFX in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2017. 71 funds tracked by Wall St. Rank hold PFX as of Q2 2018.

  • Legacy Financial Advisors reported no remaining PhenixFIN position as of Q2 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 10 PhenixFIN shares in Q2 2018.
  • Legacy Financial Advisors first reported a position in PhenixFIN in Q4 2017 and held it in 2 quarters.
  • Legacy Financial Advisors's PhenixFIN position peaked at $1K in Q4 2017.
  • 71 funds tracked by Wall St. Rank held PhenixFIN as of Q2 2018.

Based on Legacy Financial Advisors's 13F filing for Q2 2018, filed 17 Jul 2018.