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Kelleher Financial Advisors’s Philips PHG Stock Holding History

Kelleher Financial 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
Q3 		– Sell
-10,509
Closed -$286K – 80
2017
Q2 		$286K Sell
10,509
-3,219
-23% -$84.3K 0.55% 61
2017
Q1 		$326K Buy
+13,728
New +$308K 0.7% 50
2016
Q4 		– Sell
-13,587
Closed -$298K – 145
2016
Q3 		$298K Hold
13,587
– – 0.17% 102
2016
Q2 		$251K Sell
13,587
-1,789
-12% -$34.6K 0.15% 106
2016
Q1 		$314K Buy
+15,376
New +$284K 0.17% 116

Other funds holding PHG

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
SIG
Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Kelleher Financial Advisors's PHG Position: Q3 2017 in Review

Kelleher Financial Advisors sold out of Philips (PHG) in Q3 2017, closing a stake of 10,509 shares — an estimated $286K sold.

Kelleher Financial Advisors first reported a position in PHG in Q1 2016 and held it in 5 quarters. The position peaked at $326K in Q1 2017. 284 funds tracked by Wall St. Rank hold PHG as of Q3 2017.

  • Kelleher Financial Advisors reported no remaining Philips position as of Q3 2017 after selling out during the quarter.
  • Kelleher Financial Advisors sold 10,509 Philips shares in Q3 2017, an estimated $286K.
  • Kelleher Financial Advisors first reported a position in Philips in Q1 2016 and held it in 5 quarters.
  • Kelleher Financial Advisors's Philips position peaked at $326K in Q1 2017.
  • 284 funds tracked by Wall St. Rank held Philips as of Q3 2017.

Based on Kelleher Financial Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.