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Aris Wealth Services’s Philips PHG Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-165
Closed -$3K – 470
2015
Q2 		$3K Sell
165
-5
-3% -$99 ﹤0.01% 444
2015
Q1 		$3K Buy
+170
New +$3.39K ﹤0.01% 443

Other funds holding PHG

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aris Wealth Services's PHG Position: Q3 2015 in Review

Aris Wealth Services sold out of Philips (PHG) in Q3 2015, closing a stake of 165 shares — an estimated $3K sold.

Aris Wealth Services first reported a position in PHG in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q2 2015. 203 funds tracked by Wall St. Rank hold PHG as of Q3 2015.

  • Aris Wealth Services reported no remaining Philips position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 165 Philips shares in Q3 2015, an estimated $3K.
  • Aris Wealth Services first reported a position in Philips in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Philips position peaked at $3K in Q2 2015.
  • 203 funds tracked by Wall St. Rank held Philips as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.