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Pacific Financial Group’s PhenixFIN PFX Stock Holding History

Pacific Financial Group’s Portfolio PFX Stock Details PFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-20
Closed -$4K – 150
2014
Q4 		$4K Buy
+20
New +$4.34K ﹤0.01% 188

Other funds holding PFX

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pacific Financial Group's PFX Position: Q1 2015 in Review

Pacific Financial Group sold out of PhenixFIN (PFX) in Q1 2015, closing a stake of 20 shares — an estimated $4K sold.

Pacific Financial Group first reported a position in PFX in Q4 2014 and held it in 1 quarter. The position peaked at $4K in Q4 2014. 92 funds tracked by Wall St. Rank hold PFX as of Q1 2015.

  • Pacific Financial Group reported no remaining PhenixFIN position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 20 PhenixFIN shares in Q1 2015, an estimated $4K.
  • Pacific Financial Group first reported a position in PhenixFIN in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's PhenixFIN position peaked at $4K in Q4 2014.
  • 92 funds tracked by Wall St. Rank held PhenixFIN as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.