Prudential Financial
PHX

Prudential Financial’s PHX Minerals PHX Stock Holding History

Prudential Financial’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
Q1 		– Sell
-11,318
Closed -$127K – 2420
2019
Q4 		$127K Sell
11,318
-1,168
-9% -$15.3K ﹤0.01% 2361
2019
Q3 		$175K Sell
12,486
-7,423
-37% -$90.9K ﹤0.01% 2325
2019
Q2 		$260K Buy
+19,909
New +$285K ﹤0.01% 2268
2018
Q2 		– Sell
-10,180
Closed -$196K – 2453
2018
Q1 		$196K Sell
10,180
-300
-3% -$5.93K ﹤0.01% 2259
2017
Q4 		$215K Sell
10,480
-2,050
-16% -$45.8K ﹤0.01% 2246
2017
Q3 		$298K Buy
+12,530
New +$278K ﹤0.01% 2148
2016
Q2 		– Sell
-13,790
Closed -$239K – 2321
2016
Q1 		$239K Sell
13,790
-26,300
-66% -$405K ﹤0.01% 2159
2015
Q4 		$648K Buy
40,090
+7,000
+21% +$124K ﹤0.01% 1925
2015
Q3 		$535K Buy
33,090
+13,300
+67% +$236K ﹤0.01% 1930
2015
Q2 		$409K Buy
19,790
+6,300
+47% +$135K ﹤0.01% 1997
2015
Q1 		$267K Buy
+13,490
New +$281K ﹤0.01% 2092
2014
Q3 		– Sell
-14,370
Closed -$403K – 2280
2014
Q2 		$403K Buy
+14,370
New +$363K ﹤0.01% 2089

Other funds holding PHX

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Prudential Financial's PHX Position: Q1 2020 in Review

Prudential Financial sold out of PHX Minerals (PHX) in Q1 2020, closing a stake of 11,318 shares — an estimated $127K sold.

Prudential Financial first reported a position in PHX in Q2 2014 and held it in 12 quarters. The position peaked at $648K in Q4 2015. 69 funds tracked by Wall St. Rank hold PHX as of Q1 2020.

  • Prudential Financial reported no remaining PHX Minerals position as of Q1 2020 after selling out during the quarter.
  • Prudential Financial sold 11,318 PHX Minerals shares in Q1 2020, an estimated $127K.
  • Prudential Financial first reported a position in PHX Minerals in Q2 2014 and held it in 12 quarters.
  • Prudential Financial's PHX Minerals position peaked at $648K in Q4 2015.
  • 69 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2020.

Based on Prudential Financial's 13F filing for Q1 2020, filed 12 May 2020.