Paloma Partners’s PHX Minerals PHX Stock Holding History

Paloma Partners’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 Q3	–	Sell	-28,338	Closed	-$76K	–	2367
2020 Q2	$76K	Buy	+28,338	New	+$106K	﹤0.01%	1946

Other funds holding PHX

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

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 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

RBF Capital San Francisco, California $2.05B AUM 29.64% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paloma Partners's PHX Position: Q3 2020 in Review

Paloma Partners sold out of PHX Minerals (PHX) in Q3 2020, closing a stake of 28,338 shares — an estimated $76K sold.

Paloma Partners first reported a position in PHX in Q2 2020 and held it in 1 quarter. The position peaked at $76K in Q2 2020. 46 funds tracked by Wall St. Rank hold PHX as of Q3 2020.

Paloma Partners reported no remaining PHX Minerals position as of Q3 2020 after selling out during the quarter.
Paloma Partners sold 28,338 PHX Minerals shares in Q3 2020, an estimated $76K.
Paloma Partners first reported a position in PHX Minerals in Q2 2020 and held it in 1 quarter.
Paloma Partners's PHX Minerals position peaked at $76K in Q2 2020.
46 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2020.

Based on Paloma Partners's 13F filing for Q3 2020, filed 16 Nov 2020.