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Advisor Group’s PLDT PHI Stock Holding History

Advisor Group’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$13K Sell
693
-166
-19% -$3.48K ﹤0.01% 4191
2019
Q3 		$19K Sell
859
-115
-12% -$2.57K ﹤0.01% 3992
2019
Q2 		$25K Buy
974
+883
+970% +$21K ﹤0.01% 3835
2019
Q1 		$2K Buy
91
+35
+63% +$787 ﹤0.01% 4968
2018
Q4 		$2K Sell
56
-58
-51% -$1.37K ﹤0.01% 4839
2018
Q3 		$3K Sell
114
-480
-81% -$12.3K ﹤0.01% 4759
2018
Q2 		$14K Sell
594
-205
-26% -$5.31K ﹤0.01% 3914
2018
Q1 		$22K Hold
799
– – ﹤0.01% 3632
2017
Q4 		$25K Buy
799
+79
+11% +$2.49K ﹤0.01% 3568
2017
Q3 		$23K Sell
720
-977
-58% -$32.5K ﹤0.01% 3484
2017
Q2 		$60K Sell
1,697
-49
-3% -$1.73K ﹤0.01% 2698
2017
Q1 		$57K Sell
1,746
-200
-10% -$5.98K ﹤0.01% 2604
2016
Q4 		$53K Sell
1,946
-42
-2% -$1.24K ﹤0.01% 2586
2016
Q3 		$70K Buy
1,988
+997
+101% +$40.2K ﹤0.01% 2266
2016
Q2 		$43K Buy
+991
New +$39.5K ﹤0.01% 2535

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's PHI Position: Q4 2019 in Review

Advisor Group reduced its PLDT (PHI) stake by 19% in Q4 2019, selling an estimated $3.48K and leaving 693 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #4191.

Advisor Group first reported a position in PHI in Q2 2016 and has held it in 15 quarters since. The position peaked at $70K in Q3 2016. 75 funds tracked by Wall St. Rank hold PHI as of Q4 2019.

  • Advisor Group held 693 shares of PLDT worth $13K as of Q4 2019.
  • Advisor Group sold 166 PLDT shares in Q4 2019, an estimated $3.48K.
  • PLDT made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4191 holding.
  • Advisor Group first reported a position in PLDT in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's PLDT position peaked at $70K in Q3 2016.
  • 75 funds tracked by Wall St. Rank held PLDT as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.