NFG
PNX

Next Financial Group’s PHOENIX COMPANIES INC. NEW PNX Stock Holding History

Next Financial Group’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
2014
Q4 		– Sell
-13
Closed -$1K – 2676
2014
Q3 		$1K Buy
+13
New +$719 ﹤0.01% 2488

Other funds holding PNX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TAM
Toscafund Asset Management London, United Kingdom $15.6M AUM 12.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
SG
Standard General New York $336M AUM 16.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Next Financial Group's PNX Position: Q4 2014 in Review

Next Financial Group sold out of PHOENIX COMPANIES INC. NEW (PNX) in Q4 2014, closing a stake of 13 shares — an estimated $1K sold.

Next Financial Group first reported a position in PNX in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 80 funds tracked by Wall St. Rank hold PNX as of Q4 2014.

  • Next Financial Group reported no remaining PHOENIX COMPANIES INC. NEW position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 13 PHOENIX COMPANIES INC. NEW shares in Q4 2014, an estimated $1K.
  • Next Financial Group first reported a position in PHOENIX COMPANIES INC. NEW in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's PHOENIX COMPANIES INC. NEW position peaked at $1K in Q3 2014.
  • 80 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC. NEW as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.