SCP
PHX

Seizert Capital Partners’s PHX Minerals PHX Stock Holding History

Seizert Capital Partners’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
2016
Q2 		– Sell
-17,765
Closed -$308K – 238
2016
Q1 		$308K Buy
17,765
+1,219
+7% +$18.8K 0.01% 200
2015
Q4 		$267K Buy
+16,546
New +$293K 0.01% 206

Other funds holding PHX

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Seizert Capital Partners's PHX Position: Q2 2016 in Review

Seizert Capital Partners sold out of PHX Minerals (PHX) in Q2 2016, closing a stake of 17,765 shares — an estimated $308K sold.

Seizert Capital Partners first reported a position in PHX in Q4 2015 and held it in 2 quarters. The position peaked at $308K in Q1 2016. 79 funds tracked by Wall St. Rank hold PHX as of Q2 2016.

  • Seizert Capital Partners reported no remaining PHX Minerals position as of Q2 2016 after selling out during the quarter.
  • Seizert Capital Partners sold 17,765 PHX Minerals shares in Q2 2016, an estimated $308K.
  • Seizert Capital Partners first reported a position in PHX Minerals in Q4 2015 and held it in 2 quarters.
  • Seizert Capital Partners's PHX Minerals position peaked at $308K in Q1 2016.
  • 79 funds tracked by Wall St. Rank held PHX Minerals as of Q2 2016.

Based on Seizert Capital Partners's 13F filing for Q2 2016, filed 11 Aug 2016.