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Loukas Stephen’s PhenixFIN PFX Stock Holding History

Loukas Stephen’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
2019
Q3 		$108K Buy
+2,086
New +$108K 100% 1

Other funds holding PFX

AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
FCG
FrontFour Capital Group Greenwich, Connecticut $26.5M AUM 17.69% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Loukas Stephen's PFX Position: Q3 2019 in Review

Loukas Stephen opened a new position in PhenixFIN (PFX) in Q3 2019: 2,086 shares worth $108K. The stake represents 100% of the portfolio and ranks #1 among its holdings.

56 funds tracked by Wall St. Rank hold PFX as of Q3 2019.

  • Loukas Stephen held 2,086 shares of PhenixFIN worth $108K as of Q3 2019.
  • PhenixFIN was a new Loukas Stephen position in Q3 2019.
  • PhenixFIN made up 100% of Loukas Stephen's portfolio in Q3 2019, its #1 holding.
  • 56 funds tracked by Wall St. Rank held PhenixFIN as of Q3 2019.

Based on Loukas Stephen's 13F filing for Q3 2019, filed 25 Oct 2019.