KFA
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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

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BlackRock
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Arrowstreet Capital
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $2.18B AUM 58.56% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return