LCM
PHX

Lucas Capital Management’s PHX Minerals PHX Stock Holding History

Lucas 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
2014
Q1 		– Sell
-30,032
Closed -$502K – 147
2013
Q4 		$502K Hold
30,032
– – 0.17% 85
2013
Q3 		$425K Hold
30,032
– – 0.15% 88
2013
Q2 		$428K Buy
+30,032
New +$431K 0.12% 85

Other funds holding PHX

RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
APFBOT
Amica Pension Fund Board of Trustees Providence, Rhode Island $644M AUM 4.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIS
AlphaOne Investment Services West Chester, Pennsylvania $79.5M AUM 49.42% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Lucas Capital Management's PHX Position: Q1 2014 in Review

Lucas Capital Management sold out of PHX Minerals (PHX) in Q1 2014, closing a stake of 30,032 shares — an estimated $502K sold.

Lucas Capital Management first reported a position in PHX in Q2 2013 and held it in 3 quarters. The position peaked at $502K in Q4 2013. 75 funds tracked by Wall St. Rank hold PHX as of Q1 2014.

  • Lucas Capital Management reported no remaining PHX Minerals position as of Q1 2014 after selling out during the quarter.
  • Lucas Capital Management sold 30,032 PHX Minerals shares in Q1 2014, an estimated $502K.
  • Lucas Capital Management first reported a position in PHX Minerals in Q2 2013 and held it in 3 quarters.
  • Lucas Capital Management's PHX Minerals position peaked at $502K in Q4 2013.
  • 75 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2014.

Based on Lucas Capital Management's 13F filing for Q1 2014, filed 6 May 2014.