LF
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Lee Financial’s PLDT PHI Stock Holding History

Lee Financial’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
2018
Q3 		– Sell
-60
Closed -$1K – 642
2018
Q2 		$1K Buy
+60
New +$1.55K ﹤0.01% 757

Other funds holding PHI

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Lee Financial's PHI Position: Q3 2018 in Review

Lee Financial sold out of PLDT (PHI) in Q3 2018, closing a stake of 60 shares — an estimated $1K sold.

Lee Financial first reported a position in PHI in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 62 funds tracked by Wall St. Rank hold PHI as of Q3 2018.

  • Lee Financial reported no remaining PLDT position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 60 PLDT shares in Q3 2018, an estimated $1K.
  • Lee Financial first reported a position in PLDT in Q2 2018 and held it in 1 quarter.
  • Lee Financial's PLDT position peaked at $1K in Q2 2018.
  • 62 funds tracked by Wall St. Rank held PLDT as of Q3 2018.

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