RNS
PNX

Robert N. Shapiro’s PHOENIX COMPANIES INC. NEW PNX Stock Holding History

Robert N. Shapiro’s Portfolio PNX Stock Details PNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-169
Closed -$7K – 1033
2013
Q3 		$7K Hold
169
– – ﹤0.01% 889
2013
Q2 		$7K Buy
+169
New +$6.07K ﹤0.01% 815

Other funds holding PNX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Toscafund Asset Management London, United Kingdom $15.6M AUM 12.56% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
HH
Harbinger Holdings New York $6.22M AUM 14.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SG
Standard General New York $336M AUM 16.52% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Robert N. Shapiro's PNX Position: Q4 2013 in Review

Robert N. Shapiro sold out of PHOENIX COMPANIES INC. NEW (PNX) in Q4 2013, closing a stake of 169 shares — an estimated $7K sold.

Robert N. Shapiro first reported a position in PNX in Q2 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 81 funds tracked by Wall St. Rank hold PNX as of Q4 2013.

  • Robert N. Shapiro reported no remaining PHOENIX COMPANIES INC. NEW position as of Q4 2013 after selling out during the quarter.
  • Robert N. Shapiro sold 169 PHOENIX COMPANIES INC. NEW shares in Q4 2013, an estimated $7K.
  • Robert N. Shapiro first reported a position in PHOENIX COMPANIES INC. NEW in Q2 2013 and held it in 2 quarters.
  • Robert N. Shapiro's PHOENIX COMPANIES INC. NEW position peaked at $7K in Q3 2013.
  • 81 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC. NEW as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.