Acorn Wealth Advisors’s Philips PHG Stock Holding History

Acorn Wealth Advisors’s Portfolio PHG Stock Details PHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-54	Closed	-$2K	–	718
2018 Q1	$2K	Hold	54	–	–	﹤0.01%	742
2017 Q4	$2K	Buy	+54	New	+$1.63K	﹤0.01%	717

Other funds holding PHG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCM

Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Acorn Wealth Advisors's PHG Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Philips (PHG) in Q2 2018, closing a stake of 54 shares — an estimated $2K sold.

Acorn Wealth Advisors first reported a position in PHG in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 297 funds tracked by Wall St. Rank hold PHG as of Q2 2018.

Acorn Wealth Advisors reported no remaining Philips position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 54 Philips shares in Q2 2018, an estimated $2K.
Acorn Wealth Advisors first reported a position in Philips in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's Philips position peaked at $2K in Q1 2018.
297 funds tracked by Wall St. Rank held Philips as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.