AIM
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Advantage Investment Management’s Philips PHG Stock Holding History

Advantage Investment Management’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
2019
Q3 		$98K Sell
2,672
-564
-17% -$20.8K 0.08% 238
2019
Q2 		$112K Sell
3,236
-232
-7% -$7.45K 0.09% 220
2019
Q1 		$110K Sell
3,468
-299
-8% -$8.9K 0.09% 222
2018
Q4 		$103K Buy
3,767
+1,304
+53% +$38.5K 0.08% 231
2018
Q3 		$87K Buy
+2,463
New +$84.2K 0.06% 295
2017
Q2 		– Sell
-139
Closed -$3K – 1105
2017
Q1 		$3K Hold
139
– – ﹤0.01% 873
2016
Q4 		$3K Buy
+139
New +$3.03K ﹤0.01% 820
2016
Q1 		– Sell
-56
Closed -$1K – 897
2015
Q4 		$1K Hold
56
– – ﹤0.01% 834
2015
Q3 		$1K Buy
+56
New +$1.04K ﹤0.01% 801

Other funds holding PHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Advantage Investment Management's PHG Position: Q3 2019 in Review

Advantage Investment Management reduced its Philips (PHG) stake by 17% in Q3 2019, selling an estimated $20.8K and leaving 2,672 shares worth $98K. The position accounts for 0.08% of the portfolio, ranked #238.

Advantage Investment Management first reported a position in PHG in Q3 2015 and has held it in 9 quarters since. The position peaked at $112K in Q2 2019. 311 funds tracked by Wall St. Rank hold PHG as of Q3 2019.

  • Advantage Investment Management held 2,672 shares of Philips worth $98K as of Q3 2019.
  • Advantage Investment Management sold 564 Philips shares in Q3 2019, an estimated $20.8K.
  • Philips made up 0.08% of Advantage Investment Management's portfolio in Q3 2019, its #238 holding.
  • Advantage Investment Management first reported a position in Philips in Q3 2015 and has held it in 9 quarters since.
  • Advantage Investment Management's Philips position peaked at $112K in Q2 2019.
  • 311 funds tracked by Wall St. Rank held Philips as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.