WA
PNX

WFG Advisors’s PHOENIX COMPANIES INC. NEW PNX Stock Holding History

WFG Advisors’s Portfolio PNX Stock Details PNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-20
Closed -$1K – 2364
2014
Q3 		$1K Hold
20
– – ﹤0.01% 2080
2014
Q2 		$1K Hold
20
– – ﹤0.01% 1970
2014
Q1 		$1K Hold
20
– – ﹤0.01% 1963
2013
Q4 		$1K Sell
20
-3,725
-99% -$173K ﹤0.01% 2198
2013
Q3 		$145K Buy
3,745
+20
+0.5% +$823 0.02% 583
2013
Q2 		$160K Buy
+3,725
New +$134K 0.03% 521

Other funds holding PNX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TAM
Toscafund Asset Management London, United Kingdom $15.6M AUM 12.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
SG
Standard General New York $336M AUM 16.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

WFG Advisors's PNX Position: Q4 2014 in Review

WFG Advisors sold out of PHOENIX COMPANIES INC. NEW (PNX) in Q4 2014, closing a stake of 20 shares — an estimated $1K sold.

WFG Advisors first reported a position in PNX in Q2 2013 and held it in 6 quarters. The position peaked at $160K in Q2 2013. 80 funds tracked by Wall St. Rank hold PNX as of Q4 2014.

  • WFG Advisors reported no remaining PHOENIX COMPANIES INC. NEW position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 20 PHOENIX COMPANIES INC. NEW shares in Q4 2014, an estimated $1K.
  • WFG Advisors first reported a position in PHOENIX COMPANIES INC. NEW in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's PHOENIX COMPANIES INC. NEW position peaked at $160K in Q2 2013.
  • 80 funds tracked by Wall St. Rank held PHOENIX COMPANIES INC. NEW as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.