MCM
PHX

Manchester Capital Management’s PHX Minerals PHX Stock Holding History

Manchester 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
2015
Q1 		– Sell
-1,936
Closed -$45K – 777
2014
Q4 		$45K Hold
1,936
– – 0.01% 739
2014
Q3 		$58K Sell
1,936
-800
-29% -$24.6K 0.01% 697
2014
Q2 		$77K Hold
2,736
– – 0.01% 621
2014
Q1 		$60K Hold
2,736
– – 0.01% 620
2013
Q4 		$46K Hold
2,736
– – 0.01% 604
2013
Q3 		$39K Hold
2,736
– – 0.01% 655
2013
Q2 		$39K Buy
+2,736
New +$39.3K 0.01% 647

Other funds holding PHX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Manchester Capital Management's PHX Position: Q1 2015 in Review

Manchester Capital Management sold out of PHX Minerals (PHX) in Q1 2015, closing a stake of 1,936 shares — an estimated $45K sold.

Manchester Capital Management first reported a position in PHX in Q2 2013 and held it in 7 quarters. The position peaked at $77K in Q2 2014. 81 funds tracked by Wall St. Rank hold PHX as of Q1 2015.

  • Manchester Capital Management reported no remaining PHX Minerals position as of Q1 2015 after selling out during the quarter.
  • Manchester Capital Management sold 1,936 PHX Minerals shares in Q1 2015, an estimated $45K.
  • Manchester Capital Management first reported a position in PHX Minerals in Q2 2013 and held it in 7 quarters.
  • Manchester Capital Management's PHX Minerals position peaked at $77K in Q2 2014.
  • 81 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2015.

Based on Manchester Capital Management's 13F filing for Q1 2015, filed 7 May 2015.