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William Harris Investors’s PhenixFIN PFX Stock Holding History

William Harris Investors’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
2016
Q4 		$4.36M Buy
+29,047
New +$4.44M 1.26% 33

Other funds holding PFX

AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IP
Ironsides Partners Boston, Massachusetts $27.7M AUM 1.11% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

William Harris Investors's PFX Position: Q4 2016 in Review

William Harris Investors opened a new position in PhenixFIN (PFX) in Q4 2016: 29,047 shares worth $4.36M. The stake represents 1.26% of the portfolio and ranks #33 among its holdings.

106 funds tracked by Wall St. Rank hold PFX as of Q4 2016.

  • William Harris Investors held 29,047 shares of PhenixFIN worth $4.36M as of Q4 2016.
  • PhenixFIN was a new William Harris Investors position in Q4 2016.
  • PhenixFIN made up 1.26% of William Harris Investors's portfolio in Q4 2016, its #33 holding.
  • 106 funds tracked by Wall St. Rank held PhenixFIN as of Q4 2016.

Based on William Harris Investors's 13F filing for Q4 2016, filed 7 Feb 2017.