EWM
PHG icon

Evercore Wealth Management’s Philips PHG Stock Holding History

Evercore 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
2014
Q2 		– Sell
-1,371
Closed -$33K – 1027
2014
Q1 		$33K Buy
+1,371
New +$33.7K ﹤0.01% 659

Other funds holding PHG

SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evercore Wealth Management's PHG Position: Q2 2014 in Review

Evercore Wealth Management sold out of Philips (PHG) in Q2 2014, closing a stake of 1,371 shares — an estimated $33K sold.

Evercore Wealth Management first reported a position in PHG in Q1 2014 and held it in 1 quarter. The position peaked at $33K in Q1 2014. 223 funds tracked by Wall St. Rank hold PHG as of Q2 2014.

  • Evercore Wealth Management reported no remaining Philips position as of Q2 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 1,371 Philips shares in Q2 2014, an estimated $33K.
  • Evercore Wealth Management first reported a position in Philips in Q1 2014 and held it in 1 quarter.
  • Evercore Wealth Management's Philips position peaked at $33K in Q1 2014.
  • 223 funds tracked by Wall St. Rank held Philips as of Q2 2014.

Based on Evercore Wealth Management's 13F filing for Q2 2014, filed 14 Aug 2014.