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Measured Wealth Private Client Group’s Philips PHG Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-40
Closed -$1K – 525
2018
Q3 		$1K Buy
+40
New +$1.37K ﹤0.01% 808

Other funds holding PHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Measured Wealth Private Client Group's PHG Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Philips (PHG) in Q4 2018, closing a stake of 40 shares — an estimated $1K sold.

Measured Wealth Private Client Group first reported a position in PHG in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 297 funds tracked by Wall St. Rank hold PHG as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Philips position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 40 Philips shares in Q4 2018, an estimated $1K.
  • Measured Wealth Private Client Group first reported a position in Philips in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Philips position peaked at $1K in Q3 2018.
  • 297 funds tracked by Wall St. Rank held Philips as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.