J.W. Cole Advisors’s Philips PHG Stock Holding History

J.W. Cole 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
2020 Q4	–	Sell	-6,196	Closed	-$237K	–	817
2020 Q3	$237K	Buy	+6,196	New	+$249K	0.02%	620

Other funds holding PHG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

J.W. Cole Advisors's PHG Position: Q4 2020 in Review

J.W. Cole Advisors sold out of Philips (PHG) in Q4 2020, closing a stake of 6,196 shares — an estimated $237K sold.

J.W. Cole Advisors first reported a position in PHG in Q3 2020 and held it in 1 quarter. The position peaked at $237K in Q3 2020. 387 funds tracked by Wall St. Rank hold PHG as of Q4 2020.

J.W. Cole Advisors reported no remaining Philips position as of Q4 2020 after selling out during the quarter.
J.W. Cole Advisors sold 6,196 Philips shares in Q4 2020, an estimated $237K.
J.W. Cole Advisors first reported a position in Philips in Q3 2020 and held it in 1 quarter.
J.W. Cole Advisors's Philips position peaked at $237K in Q3 2020.
387 funds tracked by Wall St. Rank held Philips as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.