Nuveen’s PHX Minerals PHX Stock Holding History

Nuveen’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
2020 Q2	–	Sell	-60,576	Closed	-$224K	–	3345
2020 Q1	$224K	Sell	60,576 -6,185	-9%	-$41.2K	﹤0.01%	2976
2019 Q4	$749K	Buy	66,761 +5,600	+9%	+$73.5K	﹤0.01%	2791
2019 Q3	$855K	Sell	61,161 -3,110	-5%	-$38.1K	﹤0.01%	2756
2019 Q2	$838K	Buy	+64,271	New	+$920K	﹤0.01%	2804

Other funds holding PHX

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Nuveen's PHX Position: Q2 2020 in Review

Nuveen sold out of PHX Minerals (PHX) in Q2 2020, closing a stake of 60,576 shares — an estimated $224K sold.

Nuveen first reported a position in PHX in Q2 2019 and held it in 4 quarters. The position peaked at $855K in Q3 2019. 62 funds tracked by Wall St. Rank hold PHX as of Q2 2020.

Nuveen reported no remaining PHX Minerals position as of Q2 2020 after selling out during the quarter.
Nuveen sold 60,576 PHX Minerals shares in Q2 2020, an estimated $224K.
Nuveen first reported a position in PHX Minerals in Q2 2019 and held it in 4 quarters.
Nuveen's PHX Minerals position peaked at $855K in Q3 2019.
62 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2020.

Based on Nuveen's 13F filing for Q2 2020, filed 14 Aug 2020.