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Vantage Investment Advisors’s PHOENIX COMPANIES INC 7.45% PFD PFX Stock Holding History

Vantage Investment Advisors’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
Q3 		$9K Hold
500
– – ﹤0.01% 562
2018
Q2 		$9K Buy
+500
New +$9K ﹤0.01% 572

Other funds holding PFX

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return

Vantage Investment Advisors's PFX Position: Q3 2018 in Review

Vantage Investment Advisors held its PHOENIX COMPANIES INC 7.45% PFD (PFX) position steady in Q3 2018 at 500 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Vantage Investment Advisors first reported a position in PFX in Q2 2018 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold PFX as of Q3 2018.

  • Vantage Investment Advisors held 500 shares of PHOENIX COMPANIES INC 7.45% PFD worth $9K as of Q3 2018.
  • Vantage Investment Advisors left its PHOENIX COMPANIES INC 7.45% PFD share count unchanged in Q3 2018.
  • PHOENIX COMPANIES INC 7.45% PFD made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #562 holding.
  • Vantage Investment Advisors first reported a position in PHOENIX COMPANIES INC 7.45% PFD in Q2 2018 and has held it in 2 quarters since.
  • 4 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC 7.45% PFD as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.