Credential Securities’s PLDT PHI Stock Holding History

Credential Securities’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
2017 Q4	–	Sell	-25	Closed	-$796	–	270
2017 Q3	$796	Hold	25	–	–	﹤0.01%	262
2017 Q2	$875	Hold	25	–	–	﹤0.01%	257
2017 Q1	$803	Hold	25	–	–	﹤0.01%	254
2016 Q4	$688	Hold	25	–	–	﹤0.01%	260
2016 Q3	$892	Hold	25	–	–	﹤0.01%	244
2016 Q2	$1.11K	Hold	25	–	–	﹤0.01%	233
2016 Q1	$1.08K	Hold	25	–	–	﹤0.01%	219
2015 Q4	$1.07K	Hold	25	–	–	﹤0.01%	213
2015 Q3	$1.15K	Hold	25	–	–	﹤0.01%	212
2015 Q2	$1.55K	Hold	25	–	–	﹤0.01%	197
2015 Q1	$1.56K	Hold	25	–	–	﹤0.01%	199
2014 Q4	$1.58K	Hold	25	–	–	﹤0.01%	199
2014 Q3	$1.72K	Hold	25	–	–	﹤0.01%	199
2014 Q2	$1.68K	Hold	25	–	–	﹤0.01%	192
2014 Q1	$1.52K	Buy	+25	New	+$1.5K	﹤0.01%	196

Other funds holding PHI

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 New York $63.9B AUM 45.56% 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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

PPA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BSPF

British Steel Pension Fund London, United Kingdom $410M AUM 11.96% 1-Year Est. Return

Credential Securities's PHI Position: Q4 2017 in Review

Credential Securities sold out of PLDT (PHI) in Q4 2017, closing a stake of 25 shares — an estimated $796 sold.

Credential Securities first reported a position in PHI in Q1 2014 and held it in 15 quarters. The position peaked at $1.72K in Q3 2014. 77 funds tracked by Wall St. Rank hold PHI as of Q4 2017.

Credential Securities reported no remaining PLDT position as of Q4 2017 after selling out during the quarter.
Credential Securities sold 25 PLDT shares in Q4 2017, an estimated $796.
Credential Securities first reported a position in PLDT in Q1 2014 and held it in 15 quarters.
Credential Securities's PLDT position peaked at $1.72K in Q3 2014.
77 funds tracked by Wall St. Rank held PLDT as of Q4 2017.

Based on Credential Securities's 13F filing for Q4 2017, filed 21 Jul 2025.