Destination Wealth Management’s Philips PHG Stock Holding History

Destination Wealth Management’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
2019 Q3	–	Sell	-1,092	Closed	-$38K	–	402
2019 Q2	$38K	Buy	1,092 +280	+34%	+$8.99K	﹤0.01%	307
2019 Q1	$26K	Hold	812	–	–	﹤0.01%	361
2018 Q4	$22K	Sell	812 -176	-18%	-$5.2K	﹤0.01%	347
2018 Q3	$35K	Hold	988	–	–	﹤0.01%	347
2018 Q2	$32K	Sell	988 -1,169	-54%	-$37.4K	﹤0.01%	306
2018 Q1	$68K	Buy	+2,157	New	+$64.1K	﹤0.01%	222

Other funds holding PHG

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Destination Wealth Management's PHG Position: Q3 2019 in Review

Destination Wealth Management sold out of Philips (PHG) in Q3 2019, closing a stake of 1,092 shares — an estimated $38K sold.

Destination Wealth Management first reported a position in PHG in Q1 2018 and held it in 6 quarters. The position peaked at $68K in Q1 2018. 311 funds tracked by Wall St. Rank hold PHG as of Q3 2019.

Destination Wealth Management reported no remaining Philips position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 1,092 Philips shares in Q3 2019, an estimated $38K.
Destination Wealth Management first reported a position in Philips in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's Philips position peaked at $68K in Q1 2018.
311 funds tracked by Wall St. Rank held Philips as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.