IWP
PHG icon

Icon Wealth Partners’s Philips PHG Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-513
Closed -$16K – 602
2019
Q1 		$16K Buy
+513
New +$15.3K 0.01% 604
2018
Q3 		– Sell
-815
Closed -$27K – 602
2018
Q2 		$27K Buy
+815
New +$26.1K 0.01% 523
2018
Q1 		– Sell
-4,465
Closed -$128K – 600
2017
Q4 		$128K Buy
+4,465
New +$135K 0.06% 232

Other funds holding PHG

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Icon Wealth Partners's PHG Position: Q2 2019 in Review

Icon Wealth Partners sold out of Philips (PHG) in Q2 2019, closing a stake of 513 shares — an estimated $16K sold.

Icon Wealth Partners first reported a position in PHG in Q4 2017 and held it in 3 quarters. The position peaked at $128K in Q4 2017. 309 funds tracked by Wall St. Rank hold PHG as of Q2 2019.

  • Icon Wealth Partners reported no remaining Philips position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 513 Philips shares in Q2 2019, an estimated $16K.
  • Icon Wealth Partners first reported a position in Philips in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Philips position peaked at $128K in Q4 2017.
  • 309 funds tracked by Wall St. Rank held Philips as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.