PTJ
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Paul Tudor Jones’s PhenixFIN PFX Stock Holding History

Paul Tudor Jones’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
2020
Q3 		– Sell
-651
Closed -$10K – 1488
2020
Q2 		$10K Hold
651
– – ﹤0.01% 1132
2020
Q1 		$8K Hold
651
– – ﹤0.01% 1009
2019
Q4 		$28K Sell
651
-104
-14% -$4.58K ﹤0.01% 1101
2019
Q3 		$39K Hold
755
– – ﹤0.01% 1035
2019
Q2 		$35K Hold
755
– – ﹤0.01% 1049
2019
Q1 		$47K Sell
755
-47
-6% -$2.94K ﹤0.01% 1055
2018
Q4 		$43K Buy
+802
New +$56.5K ﹤0.01% 960
2015
Q3 		– Sell
-949
Closed -$169K – 1696
2015
Q2 		$169K Sell
949
-422
-31% -$77.6K ﹤0.01% 1366
2015
Q1 		$251K Sell
1,371
-281
-17% -$52.3K 0.01% 1157
2014
Q4 		$305K Buy
1,652
+555
+51% +$120K 0.01% 1031
2014
Q3 		$259K Buy
+1,097
New +$281K 0.01% 1088

Other funds holding PFX

FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

Paul Tudor Jones's PFX Position: Q3 2020 in Review

Paul Tudor Jones sold out of PhenixFIN (PFX) in Q3 2020, closing a stake of 651 shares — an estimated $10K sold.

Paul Tudor Jones first reported a position in PFX in Q3 2014 and held it in 11 quarters. The position peaked at $305K in Q4 2014. 21 funds tracked by Wall St. Rank hold PFX as of Q3 2020.

  • Paul Tudor Jones reported no remaining PhenixFIN position as of Q3 2020 after selling out during the quarter.
  • Paul Tudor Jones sold 651 PhenixFIN shares in Q3 2020, an estimated $10K.
  • Paul Tudor Jones first reported a position in PhenixFIN in Q3 2014 and held it in 11 quarters.
  • Paul Tudor Jones's PhenixFIN position peaked at $305K in Q4 2014.
  • 21 funds tracked by Wall St. Rank held PhenixFIN as of Q3 2020.

Based on Tudor Investment Corp's 13F filing for Q3 2020, filed 16 Nov 2020.