Los Angeles Capital Management
PHX

Los Angeles Capital Management’s PHX Minerals PHX Stock Holding History

Los Angeles Capital Management’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
2019
Q4 		– Sell
-15,133
Closed -$212K – 1326
2019
Q3 		$212K Sell
15,133
-4,579
-23% -$56.1K ﹤0.01% 1198
2019
Q2 		$257K Sell
19,712
-10,757
-35% -$154K ﹤0.01% 1229
2019
Q1 		$478K Hold
30,469
– – ﹤0.01% 1092
2018
Q4 		$472K Buy
30,469
+12,340
+68% +$209K ﹤0.01% 978
2018
Q3 		$334K Buy
+18,129
New +$351K ﹤0.01% 1199

Other funds holding PHX

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Los Angeles Capital Management's PHX Position: Q4 2019 in Review

Los Angeles Capital Management sold out of PHX Minerals (PHX) in Q4 2019, closing a stake of 15,133 shares — an estimated $212K sold.

Los Angeles Capital Management first reported a position in PHX in Q3 2018 and held it in 5 quarters. The position peaked at $478K in Q1 2019. 64 funds tracked by Wall St. Rank hold PHX as of Q4 2019.

  • Los Angeles Capital Management reported no remaining PHX Minerals position as of Q4 2019 after selling out during the quarter.
  • Los Angeles Capital Management sold 15,133 PHX Minerals shares in Q4 2019, an estimated $212K.
  • Los Angeles Capital Management first reported a position in PHX Minerals in Q3 2018 and held it in 5 quarters.
  • Los Angeles Capital Management's PHX Minerals position peaked at $478K in Q1 2019.
  • 64 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2019.

Based on Los Angeles Capital Management's 13F filing for Q4 2019, filed 7 Feb 2020.