EWM
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EPG Wealth Management’s Philips PHG Stock Holding History

EPG 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
2020
Q2 		– Sell
-321
Closed -$10K – 589
2020
Q1 		$10K Buy
321
+115
+56% +$4.07K 0.01% 485
2019
Q4 		$8K Buy
+206
New +$7.45K 0.01% 450

Other funds holding PHG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 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 $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EPG Wealth Management's PHG Position: Q2 2020 in Review

EPG Wealth Management sold out of Philips (PHG) in Q2 2020, closing a stake of 321 shares — an estimated $10K sold.

EPG Wealth Management first reported a position in PHG in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q1 2020. 337 funds tracked by Wall St. Rank hold PHG as of Q2 2020.

  • EPG Wealth Management reported no remaining Philips position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 321 Philips shares in Q2 2020, an estimated $10K.
  • EPG Wealth Management first reported a position in Philips in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Philips position peaked at $10K in Q1 2020.
  • 337 funds tracked by Wall St. Rank held Philips as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.