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Samalin Investment Counsel’s PhenixFIN PFX Stock Holding History

Samalin Investment Counsel’s Portfolio PFX Stock Details PFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-562
Closed -$6K – 173
2020
Q1 		$6K Hold
562
– – 0.01% 146
2019
Q4 		$24K Buy
+562
New +$24.7K 0.02% 358

Other funds holding PFX

FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Samalin Investment Counsel's PFX Position: Q2 2020 in Review

Samalin Investment Counsel sold out of PhenixFIN (PFX) in Q2 2020, closing a stake of 562 shares — an estimated $6K sold.

Samalin Investment Counsel first reported a position in PFX in Q4 2019 and held it in 2 quarters. The position peaked at $24K in Q4 2019. 42 funds tracked by Wall St. Rank hold PFX as of Q2 2020.

  • Samalin Investment Counsel reported no remaining PhenixFIN position as of Q2 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 562 PhenixFIN shares in Q2 2020, an estimated $6K.
  • Samalin Investment Counsel first reported a position in PhenixFIN in Q4 2019 and held it in 2 quarters.
  • Samalin Investment Counsel's PhenixFIN position peaked at $24K in Q4 2019.
  • 42 funds tracked by Wall St. Rank held PhenixFIN as of Q2 2020.

Based on Samalin Investment Counsel's 13F filing for Q2 2020, filed 5 Aug 2020.