HIM
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Hillsdale Investment Management’s Philips PHG Stock Holding History

Hillsdale Investment 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
-10,101
Closed -$246K – 582
2014
Q1 		$246K Sell
10,101
-1,443
-13% -$35.4K 0.07% 262
2013
Q4 		$296K Buy
+11,544
New +$278K 0.09% 207

Other funds holding PHG

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hillsdale Investment Management's PHG Position: Q2 2014 in Review

Hillsdale Investment Management sold out of Philips (PHG) in Q2 2014, closing a stake of 10,101 shares — an estimated $246K sold.

Hillsdale Investment Management first reported a position in PHG in Q4 2013 and held it in 2 quarters. The position peaked at $296K in Q4 2013. 223 funds tracked by Wall St. Rank hold PHG as of Q2 2014.

  • Hillsdale Investment Management reported no remaining Philips position as of Q2 2014 after selling out during the quarter.
  • Hillsdale Investment Management sold 10,101 Philips shares in Q2 2014, an estimated $246K.
  • Hillsdale Investment Management first reported a position in Philips in Q4 2013 and held it in 2 quarters.
  • Hillsdale Investment Management's Philips position peaked at $296K in Q4 2013.
  • 223 funds tracked by Wall St. Rank held Philips as of Q2 2014.

Based on Hillsdale Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.