VOYA Investment Management
PHX

VOYA Investment Management’s PHX Minerals PHX Stock Holding History

VOYA 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
2017
Q4 		– Sell
-10,651
Closed -$253K – 2599
2017
Q3 		$253K Hold
10,651
– – ﹤0.01% 2259
2017
Q2 		$246K Buy
+10,651
New +$217K ﹤0.01% 2290
2017
Q1 		– Sell
-9,318
Closed -$219K – 2516
2016
Q4 		$219K Buy
+9,318
New +$198K ﹤0.01% 2244
2015
Q3 		– Sell
-12,180
Closed -$252K – 2600
2015
Q2 		$252K Hold
12,180
– – ﹤0.01% 2371
2015
Q1 		$241K Hold
12,180
– – ﹤0.01% 2361
2014
Q4 		$284K Hold
12,180
– – ﹤0.01% 2308
2014
Q3 		$364K Hold
12,180
– – ﹤0.01% 2117
2014
Q2 		$341K Hold
12,180
– – ﹤0.01% 2267
2014
Q1 		$266K Hold
12,180
– – ﹤0.01% 2384
2013
Q4 		$203K Buy
+12,180
New +$194K ﹤0.01% 2478

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

VOYA Investment Management's PHX Position: Q4 2017 in Review

VOYA Investment Management sold out of PHX Minerals (PHX) in Q4 2017, closing a stake of 10,651 shares — an estimated $253K sold.

VOYA Investment Management first reported a position in PHX in Q4 2013 and held it in 10 quarters. The position peaked at $364K in Q3 2014. 77 funds tracked by Wall St. Rank hold PHX as of Q4 2017.

  • VOYA Investment Management reported no remaining PHX Minerals position as of Q4 2017 after selling out during the quarter.
  • VOYA Investment Management sold 10,651 PHX Minerals shares in Q4 2017, an estimated $253K.
  • VOYA Investment Management first reported a position in PHX Minerals in Q4 2013 and held it in 10 quarters.
  • VOYA Investment Management's PHX Minerals position peaked at $364K in Q3 2014.
  • 77 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2017.

Based on VOYA Investment Management's 13F filing for Q4 2017, filed 14 Feb 2018.