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Silver Capital Management’s PhenixFIN PFX Stock Holding History

Silver Capital Management’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
2018
Q1 		$61K Buy
+763
New +$69.9K 1.17% 30

Other funds holding PFX

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Silver Capital Management's PFX Position: Q1 2018 in Review

Silver Capital Management opened a new position in PhenixFIN (PFX) in Q1 2018: 763 shares worth $61K. The stake represents 1.17% of the portfolio and ranks #30 among its holdings.

79 funds tracked by Wall St. Rank hold PFX as of Q1 2018.

  • Silver Capital Management held 763 shares of PhenixFIN worth $61K as of Q1 2018.
  • PhenixFIN was a new Silver Capital Management position in Q1 2018.
  • PhenixFIN made up 1.17% of Silver Capital Management's portfolio in Q1 2018, its #30 holding.
  • 79 funds tracked by Wall St. Rank held PhenixFIN as of Q1 2018.

Based on Silver Capital Management's 13F filing for Q1 2018, filed 23 Apr 2018.