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Lee Financial’s Philips PHG Stock Holding History

Lee Financial’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
2018
Q3 		– Sell
-143
Closed -$5K – 641
2018
Q2 		$5K Sell
143
-3
-2% -$96 ﹤0.01% 616
2018
Q1 		$4K Buy
+146
New +$4.34K ﹤0.01% 644
2017
Q3 		– Sell
-45
Closed -$1K – 517
2017
Q2 		$1K Sell
45
-1
-2% -$26 ﹤0.01% 484
2017
Q1 		$1K Hold
46
– – ﹤0.01% 393
2016
Q4 		$1K Buy
+46
New +$1K ﹤0.01% 409

Other funds holding PHG

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Lee Financial's PHG Position: Q3 2018 in Review

Lee Financial sold out of Philips (PHG) in Q3 2018, closing a stake of 143 shares — an estimated $5K sold.

Lee Financial first reported a position in PHG in Q4 2016 and held it in 5 quarters. The position peaked at $5K in Q2 2018. 312 funds tracked by Wall St. Rank hold PHG as of Q3 2018.

  • Lee Financial reported no remaining Philips position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 143 Philips shares in Q3 2018, an estimated $5K.
  • Lee Financial first reported a position in Philips in Q4 2016 and held it in 5 quarters.
  • Lee Financial's Philips position peaked at $5K in Q2 2018.
  • 312 funds tracked by Wall St. Rank held Philips as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.