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McKinley Capital Management’s PhenixFIN PFX Stock Holding History

McKinley Capital Management’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
2014
Q1 		– Sell
-190
Closed -$53K – 411
2013
Q4 		$53K Buy
+190
New +$53.1K ﹤0.01% 379

Other funds holding PFX

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

McKinley Capital Management's PFX Position: Q1 2014 in Review

McKinley Capital Management sold out of PhenixFIN (PFX) in Q1 2014, closing a stake of 190 shares — an estimated $53K sold.

McKinley Capital Management first reported a position in PFX in Q4 2013 and held it in 1 quarter. The position peaked at $53K in Q4 2013. 119 funds tracked by Wall St. Rank hold PFX as of Q1 2014.

  • McKinley Capital Management reported no remaining PhenixFIN position as of Q1 2014 after selling out during the quarter.
  • McKinley Capital Management sold 190 PhenixFIN shares in Q1 2014, an estimated $53K.
  • McKinley Capital Management first reported a position in PhenixFIN in Q4 2013 and held it in 1 quarter.
  • McKinley Capital Management's PhenixFIN position peaked at $53K in Q4 2013.
  • 119 funds tracked by Wall St. Rank held PhenixFIN as of Q1 2014.

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