Legal & General Group
PNX

Legal & General Group’s PHOENIX COMPANIES INC. NEW PNX Stock Holding History

Legal & General Group’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
2015
Q2 		– Sell
-1,122
Closed -$59K – 2834
2015
Q1 		$59K Hold
1,122
– – ﹤0.01% 2413
2014
Q4 		$79K Hold
1,122
– – ﹤0.01% 2151
2014
Q3 		$63K Buy
+1,122
New +$62.1K ﹤0.01% 2257

Other funds holding PNX

TAM
Toscafund Asset Management London, United Kingdom $15.6M AUM 12.56% 1-Year Est. Return
SG
Standard General New York $336M AUM 16.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Legal & General Group's PNX Position: Q2 2015 in Review

Legal & General Group sold out of PHOENIX COMPANIES INC. NEW (PNX) in Q2 2015, closing a stake of 1,122 shares — an estimated $59K sold.

Legal & General Group first reported a position in PNX in Q3 2014 and held it in 3 quarters. The position peaked at $79K in Q4 2014. 60 funds tracked by Wall St. Rank hold PNX as of Q2 2015.

  • Legal & General Group reported no remaining PHOENIX COMPANIES INC. NEW position as of Q2 2015 after selling out during the quarter.
  • Legal & General Group sold 1,122 PHOENIX COMPANIES INC. NEW shares in Q2 2015, an estimated $59K.
  • Legal & General Group first reported a position in PHOENIX COMPANIES INC. NEW in Q3 2014 and held it in 3 quarters.
  • Legal & General Group's PHOENIX COMPANIES INC. NEW position peaked at $79K in Q4 2014.
  • 60 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC. NEW as of Q2 2015.

Based on Legal & General Group's 13F filing for Q2 2015, filed 31 Jul 2015.