CW
PHG icon

Cobiz Wealth’s Philips PHG Stock Holding History

Cobiz 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
2015
Q4 		– Sell
-21,591
Closed -$363K – 146
2015
Q3 		$363K Hold
21,591
– – 0.09% 114
2015
Q2 		$393K Sell
21,591
-707
-3% -$14K 0.09% 109
2015
Q1 		$438K Hold
22,298
– – 0.1% 100
2014
Q4 		$448K Sell
22,298
-1,443
-6% -$28.8K 0.1% 100
2014
Q3 		$522K Hold
23,741
– – 0.12% 97
2014
Q2 		$523K Hold
23,741
– – 0.12% 97
2014
Q1 		$578K Sell
23,741
-2,640
-10% -$64.8K 0.14% 93
2013
Q4 		$676K Buy
26,381
+2,096
+9% +$50.5K 0.16% 89
2013
Q3 		$543K Hold
24,285
– – 0.14% 93
2013
Q2 		$458K Buy
+24,285
New +$479K 0.12% 88

Other funds holding PHG

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return