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Doyle Wealth Management’s Philips PHG Stock Holding History

Doyle 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
-1,712
Closed -$59K – 598
2019
Q2 		$59K Buy
+1,712
New +$55K 0.01% 332
2019
Q1 		– Sell
-1,753
Closed -$48K – 581
2018
Q4 		$48K Buy
+1,753
New +$51.8K 0.01% 362

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Arrowstreet Capital
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Wellington Management Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Doyle Wealth Management sold out of Philips (PHG) in Q3 2019, closing a stake of 1,712 shares — an estimated $59K sold.

Doyle Wealth Management first reported a position in PHG in Q4 2018 and held it in 2 quarters. The position peaked at $59K in Q2 2019. 311 funds tracked by Wall St. Rank hold PHG as of Q3 2019.

  • Doyle Wealth Management reported no remaining Philips position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,712 Philips shares in Q3 2019, an estimated $59K.
  • Doyle Wealth Management first reported a position in Philips in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Philips position peaked at $59K in Q2 2019.
  • 311 funds tracked by Wall St. Rank held Philips as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.