Phillips Financial Management Llc (1350660) Portfolio

Number of Companies: 4
Inflow: $268 K
Outflow: $-448 K
Net Flow: $-180 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing

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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2832 19 Williams Cos Inc (WMB) Midstream Oil And Gas 12,398 New Holding 12,398 $21.63 $268 $268
322 20 Old National Bancorp (ONB) Banks 26,391 No Change 0 $12.53 $0 $330
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 14,158 Sold Some -536 $62.14 $-33 $879
2846 20 Lincoln National Corp (LNC) Life Insurance 24,905 Sold Some -10,711 $38.77 $-415 $965