Ladenburg Thalmann Financial Services’s PLDT PHI Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$6K	Hold	264	–	–	﹤0.01%	4710
2019 Q3	$6K	Buy	264 +3	+1%	+$67	﹤0.01%	4614
2019 Q2	$6K	Buy	261 +3	+1%	+$71	﹤0.01%	4650
2019 Q1	$6K	Sell	258 -131	-34%	-$2.95K	﹤0.01%	4591
2018 Q4	$9K	Buy	389 +34	+10%	+$803	﹤0.01%	4348
2018 Q3	$8K	Sell	355 -104	-23%	-$2.66K	﹤0.01%	4397
2018 Q2	$14K	Hold	459	–	–	﹤0.01%	4057
2018 Q1	$14K	Buy	459 +362	+373%	+$10.6K	﹤0.01%	4057
2017 Q4	$3K	Sell	97 -3	-3%	-$95	﹤0.01%	4694
2017 Q3	$3K	Buy	+100	New	+$3.33K	﹤0.01%	4581
2016 Q1	–	Sell	-12	Closed	-$1K	–	4767
2015 Q4	$1K	Buy	+12	New	+$541	﹤0.01%	4532
2015 Q3	–	Sell	-23	Closed	-$1K	–	4692
2015 Q2	$1K	Buy	+23	New	+$1.47K	﹤0.01%	4507
2015 Q1	–	Sell	-13	Closed	-$1K	–	4634
2014 Q4	$1K	Sell	13 -12	-48%	-$795	﹤0.01%	4224
2014 Q3	$2K	Buy	+25	New	+$1.81K	﹤0.01%	3687

Other funds holding PHI

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

PPA

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services's PHI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its PLDT (PHI) position steady in Q4 2019 at 264 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #4710.

Ladenburg Thalmann Financial Services first reported a position in PHI in Q3 2014 and has held it in 14 quarters since. The position peaked at $14K in Q2 2018. 75 funds tracked by Wall St. Rank hold PHI as of Q4 2019.

Ladenburg Thalmann Financial Services held 264 shares of PLDT worth $6K as of Q4 2019.
Ladenburg Thalmann Financial Services left its PLDT share count unchanged in Q4 2019.
PLDT made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4710 holding.
Ladenburg Thalmann Financial Services first reported a position in PLDT in Q3 2014 and has held it in 14 quarters since.
Ladenburg Thalmann Financial Services's PLDT position peaked at $14K in Q2 2018.
75 funds tracked by Wall St. Rank held PLDT as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.