Berman Capital Advisors’s PLDT PHI Stock Holding History

Berman Capital Advisors’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
2021 Q3	$8K	Sell	258 -65	-20%	-$1.76K	﹤0.01%	1264
2021 Q2	$8K	Sell	323 -28	-8%	-$744	﹤0.01%	1203
2021 Q1	$9K	Sell	351 -78	-18%	-$2.18K	﹤0.01%	1069
2020 Q4	$11K	Buy	429 +59	+16%	+$1.64K	﹤0.01%	893
2020 Q3	$10K	Sell	370 -38	-9%	-$1.06K	﹤0.01%	797
2020 Q2	$9K	Buy	408 +27	+7%	+$641	﹤0.01%	804
2020 Q1	$7K	Sell	381 -186	-33%	-$3.69K	﹤0.01%	791
2019 Q4	$11K	Sell	567 -62	-10%	-$1.3K	﹤0.01%	713
2019 Q3	$13K	Buy	629 +244	+63%	+$5.46K	﹤0.01%	643
2019 Q2	$9K	Buy	385 +165	+75%	+$3.92K	﹤0.01%	777
2019 Q1	$4K	Buy	220 +155	+238%	+$3.48K	﹤0.01%	931
2018 Q4	$1K	Buy	+65	New	+$1.53K	﹤0.01%	1046

Other funds holding PHI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Berman Capital Advisors's PHI Position: Q3 2021 in Review

Berman Capital Advisors reduced its PLDT (PHI) stake by 20% in Q3 2021, selling an estimated $1.76K and leaving 258 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Berman Capital Advisors first reported a position in PHI in Q4 2018 and has held it in 12 quarters since. The position peaked at $13K in Q3 2019. 71 funds tracked by Wall St. Rank hold PHI as of Q3 2021.

Berman Capital Advisors held 258 shares of PLDT worth $8K as of Q3 2021.
Berman Capital Advisors sold 65 PLDT shares in Q3 2021, an estimated $1.76K.
PLDT made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1264 holding.
Berman Capital Advisors first reported a position in PLDT in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's PLDT position peaked at $13K in Q3 2019.
71 funds tracked by Wall St. Rank held PLDT as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.