IHT Wealth Management’s PLDT PHI Stock Holding History

IHT Wealth Management’s Portfolio PHI Stock Details PHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,012	Closed	-$28K	–	1085
2018 Q1	$28K	Hold	1,012	–	–	0.01%	867
2017 Q4	$28K	Buy	1,012 +500	+98%	+$15.8K	0.01%	885
2017 Q3	$17K	Buy	512 +500	+4,167%	+$16.6K	0.01%	824
2017 Q2	$14	Hold	12	–	–	0.01%	869
2017 Q1	$0	Hold	12	–	–	﹤0.01%	1307
2016 Q4	$0	Buy	+12	New	+$354	﹤0.01%	1213

Other funds holding PHI

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

IHT Wealth Management's PHI Position: Q2 2018 in Review

IHT Wealth Management sold out of PLDT (PHI) in Q2 2018, closing a stake of 1,012 shares — an estimated $28K sold.

IHT Wealth Management first reported a position in PHI in Q4 2016 and held it in 6 quarters. The position peaked at $28K in Q1 2018. 65 funds tracked by Wall St. Rank hold PHI as of Q2 2018.

IHT Wealth Management reported no remaining PLDT position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 1,012 PLDT shares in Q2 2018, an estimated $28K.
IHT Wealth Management first reported a position in PLDT in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's PLDT position peaked at $28K in Q1 2018.
65 funds tracked by Wall St. Rank held PLDT as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.