MFW
PNX

Mosaic Family Wealth’s PHOENIX COMPANIES INC. NEW PNX Stock Holding History

Mosaic Family Wealth’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
2016
Q2 		– Sell
-1
Closed – – 857
2016
Q1 		$0 Hold
1
– – ﹤0.01% 872
2015
Q4 		$0 Buy
+1
New +$35 ﹤0.01% 796

Mosaic Family Wealth's PNX Position: Q2 2016 in Review

Mosaic Family Wealth sold out of PHOENIX COMPANIES INC. NEW (PNX) in Q2 2016, closing a stake of 1 share.

Mosaic Family Wealth first reported a position in PNX in Q4 2015 and held it in 2 quarters. The position peaked at $0 in Q1 2016. 0 funds tracked by Wall St. Rank hold PNX as of Q2 2016.

  • Mosaic Family Wealth reported no remaining PHOENIX COMPANIES INC. NEW position as of Q2 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 1 PHOENIX COMPANIES INC. NEW share in Q2 2016.
  • Mosaic Family Wealth first reported a position in PHOENIX COMPANIES INC. NEW in Q4 2015 and held it in 2 quarters.
  • Mosaic Family Wealth's PHOENIX COMPANIES INC. NEW position peaked at $0 in Q1 2016.
  • 0 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC. NEW as of Q2 2016.

Based on Mosaic Family Wealth's 13F filing for Q2 2016, filed 15 Aug 2016.