Gary Goldberg Planning Services’s Philips PHG Stock Holding History

Gary Goldberg Planning Services’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	-9	Closed	–	–	450
2014 Q1	$0	Buy	+9	New	+$221	﹤0.01%	435

Other funds holding PHG

SAM

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Gary Goldberg Planning Services's PHG Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of Philips (PHG) in Q2 2014, closing a stake of 9 shares.

Gary Goldberg Planning Services first reported a position in PHG in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 223 funds tracked by Wall St. Rank hold PHG as of Q2 2014.

Gary Goldberg Planning Services reported no remaining Philips position as of Q2 2014 after selling out during the quarter.
Gary Goldberg Planning Services sold 9 Philips shares in Q2 2014.
Gary Goldberg Planning Services first reported a position in Philips in Q1 2014 and held it in 1 quarter.
Gary Goldberg Planning Services's Philips position peaked at $0 in Q1 2014.
223 funds tracked by Wall St. Rank held Philips as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.