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Edge Wealth Management’s Philips PHG Stock Holding History

Edge 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
2018
Q3 		– Sell
-258
Closed -$8K – 631
2018
Q2 		$8K Sell
258
-5
-2% -$160 ﹤0.01% 451
2018
Q1 		$8K Hold
263
– – ﹤0.01% 414
2017
Q4 		$7K Hold
263
– – ﹤0.01% 419
2017
Q3 		$8K Buy
+263
New +$7.66K ﹤0.01% 397

Other funds holding PHG

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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Edge Wealth Management's PHG Position: Q3 2018 in Review

Edge Wealth Management sold out of Philips (PHG) in Q3 2018, closing a stake of 258 shares — an estimated $8K sold.

Edge Wealth Management first reported a position in PHG in Q3 2017 and held it in 4 quarters. The position peaked at $8K in Q2 2018. 312 funds tracked by Wall St. Rank hold PHG as of Q3 2018.

  • Edge Wealth Management reported no remaining Philips position as of Q3 2018 after selling out during the quarter.
  • Edge Wealth Management sold 258 Philips shares in Q3 2018, an estimated $8K.
  • Edge Wealth Management first reported a position in Philips in Q3 2017 and held it in 4 quarters.
  • Edge Wealth Management's Philips position peaked at $8K in Q2 2018.
  • 312 funds tracked by Wall St. Rank held Philips as of Q3 2018.

Based on Edge Wealth Management's 13F filing for Q3 2018, filed 22 Oct 2018.