MGIA
PNX

Moneta Group Investment Advisors’s PHOENIX COMPANIES INC. NEW PNX Stock Holding History

Moneta Group Investment Advisors’s Portfolio PNX Stock Details PNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-8
Closed – – 524
2015
Q3 		$0 Buy
+8
New +$120 ﹤0.01% 534

Other funds holding PNX

TAM
Toscafund Asset Management London, United Kingdom $15.6M AUM 12.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SG
Standard General New York $336M AUM 16.52% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SMC
S. Muoio & Co New York $75.7M AUM 42.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return

Moneta Group Investment Advisors's PNX Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of PHOENIX COMPANIES INC. NEW (PNX) in Q4 2015, closing a stake of 8 shares.

Moneta Group Investment Advisors first reported a position in PNX in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 60 funds tracked by Wall St. Rank hold PNX as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining PHOENIX COMPANIES INC. NEW position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 8 PHOENIX COMPANIES INC. NEW shares in Q4 2015.
  • Moneta Group Investment Advisors first reported a position in PHOENIX COMPANIES INC. NEW in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's PHOENIX COMPANIES INC. NEW position peaked at $0 in Q3 2015.
  • 60 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC. NEW as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.