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Kanaly Trust’s Philips PHG Stock Holding History

Kanaly Trust’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
2016
Q4 		$15K Hold
664
– – ﹤0.01% 483
2016
Q3 		$15K Buy
664
+303
+84% +$6.2K ﹤0.01% 470
2016
Q2 		$7K Buy
361
+1
+0.3% +$19 ﹤0.01% 600
2016
Q1 		$7K Buy
360
+328
+1,025% +$6.06K ﹤0.01% 609
2015
Q4 		$1K Sell
32
-55
-63% -$1.03K ﹤0.01% 863
2015
Q3 		$1K Hold
87
– – ﹤0.01% 849
2015
Q2 		$2K Sell
87
-2,539
-97% -$50.1K ﹤0.01% 783
2015
Q1 		$52K Hold
2,626
– – 0.01% 281
2014
Q4 		$53K Buy
2,626
+33
+1% +$658 0.01% 286
2014
Q3 		$57K Hold
2,593
– – 0.01% 286
2014
Q2 		$57K Buy
2,593
+140
+6% +$3.15K 0.01% 294
2014
Q1 		$60K Hold
2,453
– – 0.01% 288
2013
Q4 		$63K Buy
+2,453
New +$59K 0.01% 283

Other funds holding PHG

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kanaly Trust's PHG Position: Q4 2016 in Review

Kanaly Trust held its Philips (PHG) position steady in Q4 2016 at 664 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Kanaly Trust first reported a position in PHG in Q4 2013 and has held it in 13 quarters since. The position peaked at $63K in Q4 2013. 259 funds tracked by Wall St. Rank hold PHG as of Q4 2016.

  • Kanaly Trust held 664 shares of Philips worth $15K as of Q4 2016.
  • Kanaly Trust left its Philips share count unchanged in Q4 2016.
  • Philips made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #483 holding.
  • Kanaly Trust first reported a position in Philips in Q4 2013 and has held it in 13 quarters since.
  • Kanaly Trust's Philips position peaked at $63K in Q4 2013.
  • 259 funds tracked by Wall St. Rank held Philips as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.