LA
PHG icon

Legacy Advisors’s Philips PHG Stock Holding History

Legacy 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
2019
Q3 		– Sell
-1,151
Closed -$40K – 274
2019
Q2 		$40K Sell
1,151
-28
-2% -$899 0.03% 220
2019
Q1 		$37K Buy
+1,179
New +$35.1K 0.01% 236
2018
Q4 		– Sell
-1,319
Closed -$47K – 320
2018
Q3 		$47K Buy
1,319
+140
+12% +$4.79K 0.02% 237
2018
Q2 		$39K Sell
1,179
-84
-7% -$2.69K 0.03% 207
2018
Q1 		$38K Buy
1,263
+58
+5% +$1.72K 0.03% 178
2017
Q4 		$34K Hold
1,205
– – 0.03% 147
2017
Q3 		$37K Hold
1,205
– – 0.04% 128
2017
Q2 		$32K Sell
1,205
-31
-3% -$812 0.04% 115
2017
Q1 		$29K Hold
1,236
– – 0.04% 115
2016
Q4 		$27K Buy
+1,236
New +$27K 0.04% 132

Other funds holding PHG

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return