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BSW Wealth Partners’s Philips PHG Stock Holding History

BSW Wealth Partners’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
-12,793
Closed -$496K – 130
2019
Q4 		$496K Buy
12,793
+11,121
+665% +$402K 0.17% 59
2019
Q3 		$61K Buy
1,672
+53
+3% +$1.95K 0.02% 117
2019
Q2 		$56K Buy
1,619
+28
+2% +$899 0.02% 118
2019
Q1 		$50K Buy
+1,591
New +$47.4K 0.02% 98
2018
Q4 		– Sell
-6,296
Closed -$222K – 129
2018
Q3 		$222K Buy
+6,296
New +$215K 0.08% 121

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FMI
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Capital International Investors
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Arrowstreet Capital
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Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
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BSW Wealth Partners's PHG Position: Q1 2020 in Review

BSW Wealth Partners sold out of Philips (PHG) in Q1 2020, closing a stake of 12,793 shares — an estimated $496K sold.

BSW Wealth Partners first reported a position in PHG in Q3 2018 and held it in 5 quarters. The position peaked at $496K in Q4 2019. 318 funds tracked by Wall St. Rank hold PHG as of Q1 2020.

  • BSW Wealth Partners reported no remaining Philips position as of Q1 2020 after selling out during the quarter.
  • BSW Wealth Partners sold 12,793 Philips shares in Q1 2020, an estimated $496K.
  • BSW Wealth Partners first reported a position in Philips in Q3 2018 and held it in 5 quarters.
  • BSW Wealth Partners's Philips position peaked at $496K in Q4 2019.
  • 318 funds tracked by Wall St. Rank held Philips as of Q1 2020.

Based on BSW Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.