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Bellwether Investment Group’s Philips PHG Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-315
Closed -$7K – 462
2017
Q1 		$7K Buy
315
+35
+13% +$785 0.02% 564
2016
Q4 		$6K Buy
+280
New +$6.11K 0.01% 757
2016
Q2 		$359K Buy
+19,420
New +$376K 0.39% 72

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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Bellwether Investment Group's PHG Position: Q2 2017 in Review

Bellwether Investment Group sold out of Philips (PHG) in Q2 2017, closing a stake of 315 shares — an estimated $7K sold.

Bellwether Investment Group first reported a position in PHG in Q2 2016 and held it in 3 quarters. The position peaked at $359K in Q2 2016. 268 funds tracked by Wall St. Rank hold PHG as of Q2 2017.

  • Bellwether Investment Group reported no remaining Philips position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 315 Philips shares in Q2 2017, an estimated $7K.
  • Bellwether Investment Group first reported a position in Philips in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Philips position peaked at $359K in Q2 2016.
  • 268 funds tracked by Wall St. Rank held Philips as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.