SWM
PHX

SeaCrest Wealth Management’s PHX Minerals PHX Stock Holding History

SeaCrest Wealth Management’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
2019
Q2 		– Sell
-400
Closed -$6K – 1477
2019
Q1 		$6K Hold
400
– – ﹤0.01% 1674
2018
Q4 		$6K Hold
400
– – ﹤0.01% 1662
2018
Q3 		$7K Hold
400
– – ﹤0.01% 1773
2018
Q2 		$8K Hold
400
– – ﹤0.01% 1690
2018
Q1 		$8K Hold
400
– – ﹤0.01% 1667
2017
Q4 		$8K Buy
+400
New +$8.93K ﹤0.01% 1679

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SeaCrest Wealth Management's PHX Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of PHX Minerals (PHX) in Q2 2019, closing a stake of 400 shares — an estimated $6K sold.

SeaCrest Wealth Management first reported a position in PHX in Q4 2017 and held it in 6 quarters. The position peaked at $8K in Q2 2018. 66 funds tracked by Wall St. Rank hold PHX as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining PHX Minerals position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 400 PHX Minerals shares in Q2 2019, an estimated $6K.
  • SeaCrest Wealth Management first reported a position in PHX Minerals in Q4 2017 and held it in 6 quarters.
  • SeaCrest Wealth Management's PHX Minerals position peaked at $8K in Q2 2018.
  • 66 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.