Loring Wolcott & Coolidge Fiduciary Advisors’s PHX Minerals PHX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	-1,405	Closed	-$5K	–	634
2020 Q1	$5K	Hold	1,405	–	–	﹤0.01%	587
2019 Q4	$16K	Hold	1,405	–	–	﹤0.01%	557
2019 Q3	$20K	Hold	1,405	–	–	﹤0.01%	520
2019 Q2	$18K	Hold	1,405	–	–	﹤0.01%	517
2019 Q1	$22K	Hold	1,405	–	–	﹤0.01%	516
2018 Q4	$22K	Hold	1,405	–	–	﹤0.01%	511
2018 Q3	$26K	Hold	1,405	–	–	﹤0.01%	477
2018 Q2	$27K	Hold	1,405	–	–	﹤0.01%	480
2018 Q1	$27K	Hold	1,405	–	–	﹤0.01%	503
2017 Q4	$29K	Hold	1,405	–	–	﹤0.01%	479
2017 Q3	$33K	Hold	1,405	–	–	﹤0.01%	466
2017 Q2	$31K	Hold	1,405	–	–	﹤0.01%	458
2017 Q1	$27K	Hold	1,405	–	–	﹤0.01%	468
2016 Q4	$33K	Hold	1,405	–	–	﹤0.01%	430
2016 Q3	$25K	Hold	1,405	–	–	﹤0.01%	464
2016 Q2	$23K	Hold	1,405	–	–	﹤0.01%	474
2016 Q1	$24K	Hold	1,405	–	–	﹤0.01%	469
2015 Q4	$23K	Buy	1,405 +605	+76%	+$10.7K	﹤0.01%	502
2015 Q3	$17K	Hold	800	–	–	﹤0.01%	502
2015 Q2	$17K	Hold	800	–	–	﹤0.01%	502
2015 Q1	$16K	Hold	800	–	–	﹤0.01%	527
2014 Q4	$19K	Hold	800	–	–	﹤0.01%	504
2014 Q3	$24K	Hold	800	–	–	﹤0.01%	472
2014 Q2	$22K	Hold	800	–	–	﹤0.01%	504
2014 Q1	$17K	Hold	800	–	–	﹤0.01%	505
2013 Q4	$13K	Hold	800	–	–	﹤0.01%	506
2013 Q3	$11K	Hold	800	–	–	﹤0.01%	490
2013 Q2	$11K	Buy	+800	New	+$11.5K	﹤0.01%	528

Other funds holding PHX

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

Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return

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

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

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

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

DGI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PHX Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of PHX Minerals (PHX) in Q2 2020, closing a stake of 1,405 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PHX in Q2 2013 and held it in 28 quarters. The position peaked at $33K in Q3 2017. 62 funds tracked by Wall St. Rank hold PHX as of Q2 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining PHX Minerals position as of Q2 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,405 PHX Minerals shares in Q2 2020, an estimated $5K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PHX Minerals in Q2 2013 and held it in 28 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's PHX Minerals position peaked at $33K in Q3 2017.
62 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.