Formidable Asset Management’s Philips PHG Stock Holding History

Formidable Asset 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
2016 Q2	–	Sell	-133	Closed	-$2K	–	347
2016 Q1	$2K	Hold	133	–	–	﹤0.01%	463
2015 Q4	$2K	Hold	133	–	–	﹤0.01%	524
2015 Q3	$2K	Buy	+133	New	+$2.47K	﹤0.01%	579
2014 Q3	–	Sell	-133	Closed	-$3K	–	500
2014 Q2	$3K	Buy	+133	New	+$2.99K	﹤0.01%	461
2014 Q1	–	Sell	-128	Closed	-$3K	–	485
2013 Q4	$3K	Buy	+128	New	+$3.08K	﹤0.01%	450

Other funds holding PHG

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Formidable Asset Management's PHG Position: Q2 2016 in Review

Formidable Asset Management sold out of Philips (PHG) in Q2 2016, closing a stake of 133 shares — an estimated $2K sold.

Formidable Asset Management first reported a position in PHG in Q4 2013 and held it in 5 quarters. The position peaked at $3K in Q2 2014. 235 funds tracked by Wall St. Rank hold PHG as of Q2 2016.

Formidable Asset Management reported no remaining Philips position as of Q2 2016 after selling out during the quarter.
Formidable Asset Management sold 133 Philips shares in Q2 2016, an estimated $2K.
Formidable Asset Management first reported a position in Philips in Q4 2013 and held it in 5 quarters.
Formidable Asset Management's Philips position peaked at $3K in Q2 2014.
235 funds tracked by Wall St. Rank held Philips as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.