Evolution Wealth Advisors’s PLDT PHI Stock Holding History

Evolution Wealth Advisors’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
2019 Q4	–	Sell	-393	Closed	-$9K	–	675
2019 Q3	$9K	Buy	+393	New	+$8.79K	﹤0.01%	194

Other funds holding PHI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evolution Wealth Advisors's PHI Position: Q4 2019 in Review

Evolution Wealth Advisors sold out of PLDT (PHI) in Q4 2019, closing a stake of 393 shares — an estimated $9K sold.

Evolution Wealth Advisors first reported a position in PHI in Q3 2019 and held it in 1 quarter. The position peaked at $9K in Q3 2019. 75 funds tracked by Wall St. Rank hold PHI as of Q4 2019.

Evolution Wealth Advisors reported no remaining PLDT position as of Q4 2019 after selling out during the quarter.
Evolution Wealth Advisors sold 393 PLDT shares in Q4 2019, an estimated $9K.
Evolution Wealth Advisors first reported a position in PLDT in Q3 2019 and held it in 1 quarter.
Evolution Wealth Advisors's PLDT position peaked at $9K in Q3 2019.
75 funds tracked by Wall St. Rank held PLDT as of Q4 2019.

Based on Evolution Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.