TCIM
PHX

TIAA CREF Investment Management’s PHX Minerals PHX Stock Holding History

TIAA CREF Investment 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
Q1 		$460K Sell
29,325
-562
-2% -$8.96K ﹤0.01% 2632
2018
Q4 		$463K Sell
29,887
-4,420
-13% -$74.9K ﹤0.01% 2599
2018
Q3 		$633K Sell
34,307
-8,437
-20% -$163K ﹤0.01% 2620
2018
Q2 		$816K Buy
42,744
+2,962
+7% +$59.4K ﹤0.01% 2576
2018
Q1 		$768K Sell
39,782
-2,512
-6% -$49.7K ﹤0.01% 2564
2017
Q4 		$869K Buy
42,294
+4,529
+12% +$101K ﹤0.01% 2528
2017
Q3 		$899K Sell
37,765
-4,506
-11% -$100K ﹤0.01% 2572
2017
Q2 		$976K Buy
42,271
+2,336
+6% +$47.5K ﹤0.01% 2561
2017
Q1 		$767K Sell
39,935
-4,065
-9% -$83.5K ﹤0.01% 2642
2016
Q4 		$1.04M Sell
44,000
-6,266
-12% -$133K ﹤0.01% 2508
2016
Q3 		$881 Sell
50,266
-4,910
-9% -$83K ﹤0.01% 2606
2016
Q2 		$920K Sell
55,176
-18,566
-25% -$311K ﹤0.01% 2555
2016
Q1 		$1.28M Sell
73,742
-6,940
-9% -$107K ﹤0.01% 2333
2015
Q4 		$1.3M Buy
80,682
+12,530
+18% +$222K ﹤0.01% 2417
2015
Q3 		$1.1M Buy
68,152
+18,053
+36% +$320K ﹤0.01% 2515
2015
Q2 		$1.04M Buy
50,099
+1,387
+3% +$29.6K ﹤0.01% 2680
2015
Q1 		$964K Buy
48,712
+2,016
+4% +$42K ﹤0.01% 2639
2014
Q4 		$1.09M Sell
46,696
-9,710
-17% -$205K ﹤0.01% 2605
2014
Q3 		$1.68M Buy
56,406
+2,424
+4% +$74.6K ﹤0.01% 2336
2014
Q2 		$1.51M Sell
53,982
-3,560
-6% -$89.9K ﹤0.01% 2468
2014
Q1 		$1.25M Sell
57,542
-4,080
-7% -$79.2K ﹤0.01% 2514
2013
Q4 		$1.03M Hold
61,622
– – ﹤0.01% 2657
2013
Q3 		$871K Buy
61,622
+1,234
+2% +$18.5K ﹤0.01% 2690
2013
Q2 		$861K Buy
+60,388
New +$867K ﹤0.01% 2661

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
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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

TIAA CREF Investment Management's PHX Position: Q1 2019 in Review

TIAA CREF Investment Management reduced its PHX Minerals (PHX) stake by 1.9% in Q1 2019, selling an estimated $8.96K and leaving 29,325 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #2632.

TIAA CREF Investment Management first reported a position in PHX in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.68M in Q3 2014. 66 funds tracked by Wall St. Rank hold PHX as of Q1 2019.

  • TIAA CREF Investment Management held 29,325 shares of PHX Minerals worth $460K as of Q1 2019.
  • TIAA CREF Investment Management sold 562 PHX Minerals shares in Q1 2019, an estimated $8.96K.
  • PHX Minerals made up ﹤0.01% of TIAA CREF Investment Management's portfolio in Q1 2019, its #2632 holding.
  • TIAA CREF Investment Management first reported a position in PHX Minerals in Q2 2013 and has held it in 24 quarters since.
  • TIAA CREF Investment Management's PHX Minerals position peaked at $1.68M in Q3 2014.
  • 66 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2019.

Based on TIAA CREF Investment Management's 13F filing for Q1 2019, filed 14 May 2019.