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Essex Investment Management’s Philips PHG Stock Holding History

Essex Investment 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
Q1 		– Sell
-17,301
Closed -$471K – 503
2018
Q4 		$471K Sell
17,301
-5,778
-25% -$171K 0.07% 257
2018
Q3 		$815K Buy
23,079
+4,111
+22% +$141K 0.1% 260
2018
Q2 		$622K Buy
+18,968
New +$606K 0.08% 275

Other funds holding PHG

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BlackRock New York $5.72T AUM 30.48% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Essex Investment Management's PHG Position: Q1 2019 in Review

Essex Investment Management sold out of Philips (PHG) in Q1 2019, closing a stake of 17,301 shares — an estimated $471K sold.

Essex Investment Management first reported a position in PHG in Q2 2018 and held it in 3 quarters. The position peaked at $815K in Q3 2018. 308 funds tracked by Wall St. Rank hold PHG as of Q1 2019.

  • Essex Investment Management reported no remaining Philips position as of Q1 2019 after selling out during the quarter.
  • Essex Investment Management sold 17,301 Philips shares in Q1 2019, an estimated $471K.
  • Essex Investment Management first reported a position in Philips in Q2 2018 and held it in 3 quarters.
  • Essex Investment Management's Philips position peaked at $815K in Q3 2018.
  • 308 funds tracked by Wall St. Rank held Philips as of Q1 2019.

Based on Essex Investment Management's 13F filing for Q1 2019, filed 15 May 2019.