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Elite Wealth Management’s PLDT PHI Stock Holding History

Elite Wealth Management’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
2014
Q3 		– Sell
-200
Closed -$13K – 698
2014
Q2 		$13K Hold
200
– – 0.01% 211
2014
Q1 		$12K Hold
200
– – 0.01% 229
2013
Q4 		$12K Hold
200
– – 0.01% 339
2013
Q3 		$14K Hold
200
– – 0.01% 282
2013
Q2 		$14K Buy
+200
New +$14.2K 0.02% 202

Other funds holding PHI

Lazard Asset Management
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Elite Wealth Management's PHI Position: Q3 2014 in Review

Elite Wealth Management sold out of PLDT (PHI) in Q3 2014, closing a stake of 200 shares — an estimated $13K sold.

Elite Wealth Management first reported a position in PHI in Q2 2013 and held it in 5 quarters. The position peaked at $14K in Q3 2013. 119 funds tracked by Wall St. Rank hold PHI as of Q3 2014.

  • Elite Wealth Management reported no remaining PLDT position as of Q3 2014 after selling out during the quarter.
  • Elite Wealth Management sold 200 PLDT shares in Q3 2014, an estimated $13K.
  • Elite Wealth Management first reported a position in PLDT in Q2 2013 and held it in 5 quarters.
  • Elite Wealth Management's PLDT position peaked at $14K in Q3 2013.
  • 119 funds tracked by Wall St. Rank held PLDT as of Q3 2014.

Based on Elite Wealth Management's 13F filing for Q3 2014, filed 23 Nov 2016.