Brandywine Oak Private Wealth’s Philips PHG Stock Holding History

Brandywine Oak Private Wealth’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
2020 Q1	–	Sell	-5,570	Closed	-$216K	–	244
2019 Q4	$216K	Buy	5,570 +65	+1%	+$2.35K	0.04%	227
2019 Q3	$201K	Buy	+5,505	New	+$203K	0.04%	231
2019 Q1	–	Sell	-6,311	Closed	-$172K	–	509
2018 Q4	$172K	Buy	+6,311	New	+$186K	0.04%	214

Other funds holding PHG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brandywine Oak Private Wealth's PHG Position: Q1 2020 in Review

Brandywine Oak Private Wealth sold out of Philips (PHG) in Q1 2020, closing a stake of 5,570 shares — an estimated $216K sold.

Brandywine Oak Private Wealth first reported a position in PHG in Q4 2018 and held it in 3 quarters. The position peaked at $216K in Q4 2019. 318 funds tracked by Wall St. Rank hold PHG as of Q1 2020.

Brandywine Oak Private Wealth reported no remaining Philips position as of Q1 2020 after selling out during the quarter.
Brandywine Oak Private Wealth sold 5,570 Philips shares in Q1 2020, an estimated $216K.
Brandywine Oak Private Wealth first reported a position in Philips in Q4 2018 and held it in 3 quarters.
Brandywine Oak Private Wealth's Philips position peaked at $216K in Q4 2019.
318 funds tracked by Wall St. Rank held Philips as of Q1 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2020, filed 6 May 2020.