Evoke Wealth’s Philips PHG Stock Holding History

Evoke Wealth’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 Q3	–	Sell	-4	Closed	–	–	1104
2020 Q2	$0	Sell	4 -1	-20%	-$35	﹤0.01%	1157
2020 Q1	$149	Sell	5 -6	-55%	-$212	﹤0.01%	1093
2019 Q4	$426	Sell	11 -22	-67%	-$796	﹤0.01%	1198
2019 Q3	$1.23K	Buy	+33	New	+$1.21K	﹤0.01%	1285

Other funds holding PHG

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evoke Wealth's PHG Position: Q3 2020 in Review

Evoke Wealth sold out of Philips (PHG) in Q3 2020, closing a stake of 4 shares.

Evoke Wealth first reported a position in PHG in Q3 2019 and held it in 4 quarters. The position peaked at $1.23K in Q3 2019. 340 funds tracked by Wall St. Rank hold PHG as of Q3 2020.

Evoke Wealth reported no remaining Philips position as of Q3 2020 after selling out during the quarter.
Evoke Wealth sold 4 Philips shares in Q3 2020.
Evoke Wealth first reported a position in Philips in Q3 2019 and held it in 4 quarters.
Evoke Wealth's Philips position peaked at $1.23K in Q3 2019.
340 funds tracked by Wall St. Rank held Philips as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.