RWA
PHX

Ropes Wealth Advisors’s PHX Minerals PHX Stock Holding History

Ropes Wealth Advisors’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
Q1 		– Sell
-174
Closed -$4K – 704
2017
Q4 		$4K Hold
174
– – ﹤0.01% 648
2017
Q3 		$4K Buy
+174
New +$3.87K ﹤0.01% 618

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APFBOT
Amica Pension Fund Board of Trustees Providence, Rhode Island $644M AUM 4.55% 1-Year Est. Return

Ropes Wealth Advisors's PHX Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of PHX Minerals (PHX) in Q1 2018, closing a stake of 174 shares — an estimated $4K sold.

Ropes Wealth Advisors first reported a position in PHX in Q3 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 72 funds tracked by Wall St. Rank hold PHX as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining PHX Minerals position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 174 PHX Minerals shares in Q1 2018, an estimated $4K.
  • Ropes Wealth Advisors first reported a position in PHX Minerals in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's PHX Minerals position peaked at $4K in Q4 2017.
  • 72 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.