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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 – 271
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 – 319
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Legacy Advisors's PHG Position: Q3 2019 in Review

Legacy Advisors sold out of Philips (PHG) in Q3 2019, closing a stake of 1,151 shares — an estimated $40K sold.

Legacy Advisors first reported a position in PHG in Q4 2016 and held it in 10 quarters. The position peaked at $47K in Q3 2018. 311 funds tracked by Wall St. Rank hold PHG as of Q3 2019.

  • Legacy Advisors reported no remaining Philips position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 1,151 Philips shares in Q3 2019, an estimated $40K.
  • Legacy Advisors first reported a position in Philips in Q4 2016 and held it in 10 quarters.
  • Legacy Advisors's Philips position peaked at $47K in Q3 2018.
  • 311 funds tracked by Wall St. Rank held Philips as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.