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Chicago Partners Investment Group’s PLDT PHI Stock Holding History

Chicago Partners Investment Group’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
2015
Q2 		– Sell
-16
Closed -$1K – 481
2015
Q1 		$1K Hold
16
– – ﹤0.01% 475
2014
Q4 		$1K Buy
+16
New +$1.06K ﹤0.01% 515

Other funds holding PHI

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
BSPF
British Steel Pension Fund London, United Kingdom $410M AUM 11.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Chicago Partners Investment Group's PHI Position: Q2 2015 in Review

Chicago Partners Investment Group sold out of PLDT (PHI) in Q2 2015, closing a stake of 16 shares — an estimated $1K sold.

Chicago Partners Investment Group first reported a position in PHI in Q4 2014 and held it in 2 quarters. The position peaked at $1K in Q1 2015. 95 funds tracked by Wall St. Rank hold PHI as of Q2 2015.

  • Chicago Partners Investment Group reported no remaining PLDT position as of Q2 2015 after selling out during the quarter.
  • Chicago Partners Investment Group sold 16 PLDT shares in Q2 2015, an estimated $1K.
  • Chicago Partners Investment Group first reported a position in PLDT in Q4 2014 and held it in 2 quarters.
  • Chicago Partners Investment Group's PLDT position peaked at $1K in Q1 2015.
  • 95 funds tracked by Wall St. Rank held PLDT as of Q2 2015.

Based on Chicago Partners Investment Group's 13F filing for Q2 2015, filed 11 Aug 2015.