OAM
PHX

Oberweis Asset Management’s PHX Minerals PHX Stock Holding History

Oberweis Asset Management’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
2013
Q3 		– Sell
-30,400
Closed -$433K – 156
2013
Q2 		$433K Buy
+30,400
New +$437K 0.12% 110

Other funds holding PHX

RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 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
APFBOT
Amica Pension Fund Board of Trustees Providence, Rhode Island $644M AUM 4.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oberweis Asset Management's PHX Position: Q3 2013 in Review

Oberweis Asset Management sold out of PHX Minerals (PHX) in Q3 2013, closing a stake of 30,400 shares — an estimated $433K sold.

Oberweis Asset Management first reported a position in PHX in Q2 2013 and held it in 1 quarter. The position peaked at $433K in Q2 2013. 56 funds tracked by Wall St. Rank hold PHX as of Q3 2013.

  • Oberweis Asset Management reported no remaining PHX Minerals position as of Q3 2013 after selling out during the quarter.
  • Oberweis Asset Management sold 30,400 PHX Minerals shares in Q3 2013, an estimated $433K.
  • Oberweis Asset Management first reported a position in PHX Minerals in Q2 2013 and held it in 1 quarter.
  • Oberweis Asset Management's PHX Minerals position peaked at $433K in Q2 2013.
  • 56 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2013.

Based on Oberweis Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.