IBEX Wealth Advisors’s Philips PHG Stock Holding History

IBEX Wealth Advisors’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
2017 Q1	–	Sell	-228	Closed	-$5K	–	298
2016 Q4	$5K	Buy	+228	New	+$4.97K	﹤0.01%	373

Other funds holding PHG

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NIMC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

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

IBEX Wealth Advisors's PHG Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Philips (PHG) in Q1 2017, closing a stake of 228 shares — an estimated $5K sold.

IBEX Wealth Advisors first reported a position in PHG in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 255 funds tracked by Wall St. Rank hold PHG as of Q1 2017.

IBEX Wealth Advisors reported no remaining Philips position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 228 Philips shares in Q1 2017, an estimated $5K.
IBEX Wealth Advisors first reported a position in Philips in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Philips position peaked at $5K in Q4 2016.
255 funds tracked by Wall St. Rank held Philips as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.