Legal & General Group
PHX

Legal & General Group’s PHX Minerals PHX Stock Holding History

Legal & General Group’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
2020
Q2 		– Sell
-2,439
Closed -$9K – 3450
2020
Q1 		$9K Sell
2,439
-1,442
-37% -$9.62K ﹤0.01% 3186
2019
Q4 		$43K Hold
3,881
– – ﹤0.01% 2869
2019
Q3 		$54K Buy
3,881
+1,520
+64% +$18.6K ﹤0.01% 2710
2019
Q2 		$31K Hold
2,361
– – ﹤0.01% 3000
2019
Q1 		$37K Hold
2,361
– – ﹤0.01% 2833
2018
Q4 		$37K Hold
2,361
– – ﹤0.01% 2807
2018
Q3 		$44K Hold
2,361
– – ﹤0.01% 2842
2018
Q2 		$45K Sell
2,361
-515
-18% -$10.3K ﹤0.01% 2799
2018
Q1 		$56K Sell
2,876
-1,368
-32% -$27.1K ﹤0.01% 2700
2017
Q4 		$88K Hold
4,244
– – ﹤0.01% 2645
2017
Q3 		$102K Buy
4,244
+610
+17% +$13.6K ﹤0.01% 2638
2017
Q2 		$83K Hold
3,634
– – ﹤0.01% 2701
2017
Q1 		$70K Sell
3,634
-73
-2% -$1.5K ﹤0.01% 2737
2016
Q4 		$89K Buy
3,707
+1,153
+45% +$24.5K ﹤0.01% 2631
2016
Q3 		$45K Hold
2,554
– – ﹤0.01% 2574
2016
Q2 		$41K Hold
2,554
– – ﹤0.01% 2568
2016
Q1 		$45K Hold
2,554
– – ﹤0.01% 2462
2015
Q4 		$40K Hold
2,554
– – ﹤0.01% 2551
2015
Q3 		$43K Hold
2,554
– – ﹤0.01% 2522
2015
Q2 		$53K Hold
2,554
– – ﹤0.01% 2513
2015
Q1 		$50K Hold
2,554
– – ﹤0.01% 2487
2014
Q4 		$59K Hold
2,554
– – ﹤0.01% 2336
2014
Q3 		$78K Buy
+2,554
New +$78.6K ﹤0.01% 2085

Other funds holding PHX

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Legal & General Group's PHX Position: Q2 2020 in Review

Legal & General Group sold out of PHX Minerals (PHX) in Q2 2020, closing a stake of 2,439 shares — an estimated $9K sold.

Legal & General Group first reported a position in PHX in Q3 2014 and held it in 23 quarters. The position peaked at $102K in Q3 2017. 62 funds tracked by Wall St. Rank hold PHX as of Q2 2020.

  • Legal & General Group reported no remaining PHX Minerals position as of Q2 2020 after selling out during the quarter.
  • Legal & General Group sold 2,439 PHX Minerals shares in Q2 2020, an estimated $9K.
  • Legal & General Group first reported a position in PHX Minerals in Q3 2014 and held it in 23 quarters.
  • Legal & General Group's PHX Minerals position peaked at $102K in Q3 2017.
  • 62 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2020.

Based on Legal & General Group's 13F filing for Q2 2020, filed 14 Aug 2020.