RCAG
PHX

Rehmann Capital Advisory Group’s PHX Minerals PHX Stock Holding History

Rehmann Capital Advisory Group’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
-41
Closed -$756 – 2041
2018
Q3 		$756 Hold
41
– – ﹤0.01% 2028
2018
Q2 		$783 Buy
+41
New +$822 ﹤0.01% 2010

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

Rehmann Capital Advisory Group's PHX Position: Q4 2018 in Review

Rehmann Capital Advisory Group sold out of PHX Minerals (PHX) in Q4 2018, closing a stake of 41 shares — an estimated $756 sold.

Rehmann Capital Advisory Group first reported a position in PHX in Q2 2018 and held it in 2 quarters. The position peaked at $783 in Q2 2018. 66 funds tracked by Wall St. Rank hold PHX as of Q4 2018.

  • Rehmann Capital Advisory Group reported no remaining PHX Minerals position as of Q4 2018 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 41 PHX Minerals shares in Q4 2018, an estimated $756.
  • Rehmann Capital Advisory Group first reported a position in PHX Minerals in Q2 2018 and held it in 2 quarters.
  • Rehmann Capital Advisory Group's PHX Minerals position peaked at $783 in Q2 2018.
  • 66 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2018.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2018, filed 12 Feb 2019.