Stock Transactions — PHOENIX ED PARTNERS INC

Total Bought
873,693
47 transactions
Total Sold
1,090,578
27 transactions
Net
-216,885
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
WELLINGTON MANAGEMENT GROUP LLP348,478501,115+152,6370.000.00+0.00buy
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC0107,294+107,2940.000.01+0.01buy
First Eagle Investment Management, LLC180,149275,810+95,6610.010.01+0.01buy
BlackRock, Inc.263,899332,112+68,2130.000.00+0.00buy
Bastion Asset Management Inc.067,817+67,8170.000.64+0.64buy
GOLDMAN SACHS GROUP INC8,55267,320+58,7680.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC046,169+46,1690.000.00+0.00buy
AMERICAN CENTURY COMPANIES INC040,259+40,2590.000.00+0.00buy
STATE STREET CORP69,21598,053+28,8380.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP027,615+27,6150.000.00+0.00buy
SEGALL BRYANT & HAMILL, LLC027,261+27,2610.000.01+0.01buy
BNP PARIBAS FINANCIAL MARKETS1,10020,667+19,5670.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC016,005+16,0050.000.00+0.00buy
Man Group plc012,629+12,6290.000.00+0.00buy
JANE STREET GROUP, LLC011,526+11,5260.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC99,489110,859+11,3700.000.00+0.00buy
R Squared Ltd09,538+9,5380.000.16+0.16buy
HSBC HOLDINGS PLC09,439+9,4390.000.00+0.00buy
State of Tennessee, Department of Treasury8,86717,262+8,3950.000.00+0.00buy
DEUTSCHE BANK AG\2,95110,824+7,8730.000.00+0.00buy
Quadrature Capital Ltd07,756+7,7560.000.00+0.00buy
XTX Topco Ltd8,99516,061+7,0660.010.01+0.00buy
PRUDENTIAL FINANCIAL INC06,700+6,7000.000.00+0.00buy
State of Wyoming04,796+4,7960.000.02+0.02buy
LOS ANGELES CAPITAL MANAGEMENT LLC04,390+4,3900.000.00+0.00buy
Bank of New York Mellon Corp7,07110,969+3,8980.000.00+0.00buy
Walleye Capital LLC13,06516,162+3,0970.000.00+0.00buy
BALYASNY ASSET MANAGEMENT L.P.5642,813+2,2490.000.00+0.00buy
NEW YORK STATE COMMON RETIREMENT FUND01,700+1,7000.000.00+0.00buy
NORTHERN TRUST CORP33,19534,799+1,6040.000.00+0.00buy
Tower Research Capital LLC (TRC)4031,501+1,0980.000.00+0.00buy
CWM, LLC3621,352+9900.000.00+0.00buy
BARCLAYS PLC9,92510,564+6390.000.00-0.00buy
RHUMBLINE ADVISERS3,3053,776+4710.000.00+0.00buy
CITIGROUP INC112251+1390.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,2752,343+680.000.00-0.00buy
Allworth Financial LP041+410.000.00+0.00buy
Root Financial Partners, LLC023+230.000.00+0.00buy
Arax Advisory Partners020+200.000.00+0.00buy
EverSource Wealth Advisors, LLC018+180.000.00+0.00buy
Covestor Ltd016+160.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC016+160.000.00+0.00buy
MAI Capital Management08+80.000.00+0.00buy
IFP Advisors, Inc07+70.000.00+0.00buy
Sunbelt Securities, Inc.06+60.000.00+0.00buy
True Wealth Design, LLC02+20.000.00+0.00buy
SJS Investment Consulting Inc.01+10.000.00+0.00buy
Ameritas Investment Partners, Inc.40240200.000.00+0.00hold
Apollo Management Holdings, L.P.24,901,31924,901,31907.4813.08+5.60hold
LMR Partners LLP21,00021,00000.010.01-0.00hold
Harbor Advisors LLC10,00010,00000.050.05-0.00hold
Russell Investments Group, Ltd.39239200.000.00+0.00hold
Curated Wealth Partners LLC65,00065,00000.210.26+0.04hold
Ghisallo Capital Management LLC20,00020,00000.030.02-0.01hold
READYSTATE ASSET MANAGEMENT LP21,85421,85400.030.04+0.01hold
SEVEN GRAND MANAGERS, LLC50,00050,00000.120.11-0.01hold
Police & Firemen's Retirement System of New Jersey1,3321,33200.000.00+0.00hold
FIL Ltd250,000250,00000.010.01+0.00hold
STRS OHIO90090000.000.00+0.00hold
Sterling Capital Management LLC9870-280.000.00-0.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM305268-370.000.00-0.00sell
Legal & General Group Plc500444-560.000.00-0.00sell
AMALGAMATED BANK1560-1560.000.00-0.00sell
Quarry LP2370-2370.000.00-0.00sell
CHARLES SCHWAB INVESTMENT MANAGEMENT INC34,99133,869-1,1220.000.00-0.00sell
Longaeva Partners L.P.22,43020,568-1,8620.080.03-0.05sell
STATE OF WISCONSIN INVESTMENT BOARD22,98320,824-2,1590.000.00-0.00sell
MetLife Investment Management, LLC3,0280-3,0280.000.00-0.00sell
WELLS FARGO & COMPANY/MN5,4531,820-3,6330.000.00-0.00sell
VICTORY CAPITAL MANAGEMENT INC242,576235,322-7,2540.000.00+0.00sell
D. E. Shaw & Co., Inc.7,5000-7,5000.000.00-0.00sell
Alyeska Investment Group, L.P.263,667243,555-20,1120.020.02-0.00sell
RENAISSANCE TECHNOLOGIES LLC21,2000-21,2000.000.00-0.00sell
Verition Fund Management LLC22,9730-22,9730.000.00-0.00sell
SEI INVESTMENTS CO25,4260-25,4260.000.00-0.00sell
CITADEL ADVISORS LLC178,433147,167-31,2660.000.00-0.00sell
MASSACHUSETTS FINANCIAL SERVICES CO /MA/715,531677,332-38,1990.010.01+0.00sell
Manatuck Hill Partners, LLC45,0000-45,0000.480.00-0.48sell
Polar Asset Management Partners Inc.55,0000-55,0000.030.00-0.03sell
Hood River Capital Management LLC56,2230-56,2230.020.00-0.02sell
UBS Group AG86,39026,035-60,3550.000.00-0.00sell
Schonfeld Strategic Advisors LLC66,7510-66,7510.010.00-0.01sell
MARSHALL WACE, LLP202,309120,728-81,5810.010.00-0.00sell
Van Berkom & Associates Inc.1,477,6751,370,381-107,2941.291.40+0.11sell
FMR LLC286,95092,157-194,7930.000.00-0.00sell
LOOMIS SAYLES & CO L P237,3330-237,3330.010.00-0.01sell
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