PI
PHX

Putnam Investments’s PHX Minerals PHX Stock Holding History

Putnam Investments’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
2018
Q4 		– Sell
-44,916
Closed -$829K – 1058
2018
Q3 		$829K Sell
44,916
-46,633
-51% -$903K ﹤0.01% 894
2018
Q2 		$1.75M Sell
91,549
-9,200
-9% -$184K ﹤0.01% 755
2018
Q1 		$1.94M Buy
+100,749
New +$1.99M ﹤0.01% 723

Other funds holding PHX

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APFBOT
Amica Pension Fund Board of Trustees Providence, Rhode Island $644M AUM 4.55% 1-Year Est. Return

Putnam Investments's PHX Position: Q4 2018 in Review

Putnam Investments sold out of PHX Minerals (PHX) in Q4 2018, closing a stake of 44,916 shares — an estimated $829K sold.

Putnam Investments first reported a position in PHX in Q1 2018 and held it in 3 quarters. The position peaked at $1.94M in Q1 2018. 66 funds tracked by Wall St. Rank hold PHX as of Q4 2018.

  • Putnam Investments reported no remaining PHX Minerals position as of Q4 2018 after selling out during the quarter.
  • Putnam Investments sold 44,916 PHX Minerals shares in Q4 2018, an estimated $829K.
  • Putnam Investments first reported a position in PHX Minerals in Q1 2018 and held it in 3 quarters.
  • Putnam Investments's PHX Minerals position peaked at $1.94M in Q1 2018.
  • 66 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2018.

Based on Putnam Investments's 13F filing for Q4 2018, filed 14 Feb 2019.