UBS AM
PHX

UBS AM’s PHX Minerals PHX Stock Holding History

UBS AM’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
-38
Closed -$878 – 2550
2017
Q2 		$878 Buy
+38
New +$773 ﹤0.01% 2515

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

UBS AM's PHX Position: Q3 2017 in Review

UBS AM sold out of PHX Minerals (PHX) in Q3 2017, closing a stake of 38 shares — an estimated $878 sold.

UBS AM first reported a position in PHX in Q2 2017 and held it in 1 quarter. The position peaked at $878 in Q2 2017. 76 funds tracked by Wall St. Rank hold PHX as of Q3 2017.

  • UBS AM reported no remaining PHX Minerals position as of Q3 2017 after selling out during the quarter.
  • UBS AM sold 38 PHX Minerals shares in Q3 2017, an estimated $878.
  • UBS AM first reported a position in PHX Minerals in Q2 2017 and held it in 1 quarter.
  • UBS AM's PHX Minerals position peaked at $878 in Q2 2017.
  • 76 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2017.

Based on UBS AM's 13F filing for Q3 2017, filed 13 Nov 2017.