TA
PHX

Tiedemann Advisors’s PHX Minerals PHX Stock Holding History

Tiedemann Advisors’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
2017
Q3 		– Sell
-9,400
Closed -$217K – 439
2017
Q2 		$217K Buy
+9,400
New +$191K 0.02% 413
2017
Q1 		– Sell
-8,525
Closed -$201K – 416
2016
Q4 		$201K Buy
+8,525
New +$181K 0.02% 299

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tiedemann Advisors's PHX Position: Q3 2017 in Review

Tiedemann Advisors sold out of PHX Minerals (PHX) in Q3 2017, closing a stake of 9,400 shares — an estimated $217K sold.

Tiedemann Advisors first reported a position in PHX in Q4 2016 and held it in 2 quarters. The position peaked at $217K in Q2 2017. 76 funds tracked by Wall St. Rank hold PHX as of Q3 2017.

  • Tiedemann Advisors reported no remaining PHX Minerals position as of Q3 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 9,400 PHX Minerals shares in Q3 2017, an estimated $217K.
  • Tiedemann Advisors first reported a position in PHX Minerals in Q4 2016 and held it in 2 quarters.
  • Tiedemann Advisors's PHX Minerals position peaked at $217K in Q2 2017.
  • 76 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2017.

Based on Tiedemann Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.