New York State Teachers Retirement System (NYSTRS)
PHX

New York State Teachers Retirement System (NYSTRS)’s PHX Minerals PHX Stock Holding History

New York State Teachers Retirement System (NYSTRS)’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
2016
Q4 		– Sell
-1,300
Closed -$23K – 1682
2016
Q3 		$23K Sell
1,300
-100
-7% -$1.69K ﹤0.01% 1644
2016
Q2 		$23K Hold
1,400
– – ﹤0.01% 1633
2016
Q1 		$24K Hold
1,400
– – ﹤0.01% 1636
2015
Q4 		$23K Hold
1,400
– – ﹤0.01% 1649
2015
Q3 		$23K Hold
1,400
– – ﹤0.01% 1644
2015
Q2 		$29K Buy
+1,400
New +$29.9K ﹤0.01% 1622

Other funds holding PHX

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
AMI
Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)'s PHX Position: Q4 2016 in Review

New York State Teachers Retirement System (NYSTRS) sold out of PHX Minerals (PHX) in Q4 2016, closing a stake of 1,300 shares — an estimated $23K sold.

New York State Teachers Retirement System (NYSTRS) first reported a position in PHX in Q2 2015 and held it in 6 quarters. The position peaked at $29K in Q2 2015. 79 funds tracked by Wall St. Rank hold PHX as of Q4 2016.

  • New York State Teachers Retirement System (NYSTRS) reported no remaining PHX Minerals position as of Q4 2016 after selling out during the quarter.
  • New York State Teachers Retirement System (NYSTRS) sold 1,300 PHX Minerals shares in Q4 2016, an estimated $23K.
  • New York State Teachers Retirement System (NYSTRS) first reported a position in PHX Minerals in Q2 2015 and held it in 6 quarters.
  • New York State Teachers Retirement System (NYSTRS)'s PHX Minerals position peaked at $29K in Q2 2015.
  • 79 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2016.

Based on New York State Teachers Retirement System (NYSTRS)'s 13F filing for Q4 2016, filed 13 Feb 2017.