WS
PHX

Wedbush Securities’s PHX Minerals PHX Stock Holding History

Wedbush Securities’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
Q4 		– Sell
-14,550
Closed -$203K – 1022
2019
Q3 		$203K Hold
14,550
– – 0.02% 818
2019
Q2 		$190K Hold
14,550
– – 0.02% 840
2019
Q1 		$228K Hold
14,550
– – 0.02% 717
2018
Q4 		$226K Hold
14,550
– – 0.03% 637
2018
Q3 		$268K Hold
14,550
– – 0.03% 638
2018
Q2 		$278K Hold
14,550
– – 0.03% 584
2018
Q1 		$281K Hold
14,550
– – 0.04% 554
2017
Q4 		$299K Sell
14,550
-1,250
-8% -$27.9K 0.04% 549
2017
Q3 		$376K Buy
+15,800
New +$351K 0.05% 479

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wedbush Securities's PHX Position: Q4 2019 in Review

Wedbush Securities sold out of PHX Minerals (PHX) in Q4 2019, closing a stake of 14,550 shares — an estimated $203K sold.

Wedbush Securities first reported a position in PHX in Q3 2017 and held it in 9 quarters. The position peaked at $376K in Q3 2017. 63 funds tracked by Wall St. Rank hold PHX as of Q4 2019.

  • Wedbush Securities reported no remaining PHX Minerals position as of Q4 2019 after selling out during the quarter.
  • Wedbush Securities sold 14,550 PHX Minerals shares in Q4 2019, an estimated $203K.
  • Wedbush Securities first reported a position in PHX Minerals in Q3 2017 and held it in 9 quarters.
  • Wedbush Securities's PHX Minerals position peaked at $376K in Q3 2017.
  • 63 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2019.

Based on Wedbush Securities's 13F filing for Q4 2019, filed 16 Jan 2020.